Data / Investment advisers / New Jersey / Valley Wealth Managers, Inc.
Valley Wealth Managers, Inc., Paramus, NJ: $2.7 billion AUM, SEC registered investment adviser
Valley Wealth Managers, Inc. is an SEC registered investment adviser with its main office in Paramus, New Jersey and reports $2.7 billion in regulatory assets under management in its Form ADV filed March 31, 2026. Its clients include high net worth individuals, pension and profit sharing plans and corporations and other businesses. It is paid through a percentage of assets under management and hourly charges.
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- Registration
- SEC registered investment adviser
- CRD number
- 108879
- SEC file number
- 801-25461
- SEC status
- Approved, effective October 11, 1985
- Main office
- 80 East Ridgewood Ave Suite 3, Paramus, NJ 07652
- Phone
- (888) 794-7940
- Website
- valley.com
- Regulatory AUM
- $2,685,875,358 in the Form ADV filed March 31, 2026
- Discretionary AUM
- $2,540,079,311
- Non discretionary AUM
- $145,796,047
- Accounts
- 2,063
- Employees
- 54, of which 34 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges
- Other offices
- 12
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 31, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 441 | $1.86 billion |
| Pension and profit sharing plans | 18 | $332.2 million |
| Corporations or other businesses | 76 | $205.6 million |
| Individuals (other than high net worth individuals) | 413 | $205 million |
| Charitable organizations | 21 | $86.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $2.69 billion | March 31, 2026 |
| December 1, 2025 | $2.32 billion | August 27, 2025 |
Other advisers in New Jersey
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Hudson Edge Investment Partners, Inc. | Jersey City | $2.95 billion | 1 | adviserinfo.sec.gov |
| Transcend Capital Advisors, LLC | Madison | $2.91 billion | 12 | adviserinfo.sec.gov |
| RMR Wealth Builders, Inc. | Montclair | $2.89 billion | Not listed | adviserinfo.sec.gov |
| Abner Herrman & Brock, LLC | Jersey City | $2.74 billion | Not listed | adviserinfo.sec.gov |
| CFS Investment Advisory Services LLC | Totowa | $2.73 billion | Not listed | adviserinfo.sec.gov |
| Pine Valley Investments | Marlton | $2.67 billion | 2 | adviserinfo.sec.gov |
| Withum Wealth Management | Red Bank | $2.34 billion | Not listed | adviserinfo.sec.gov |
| RSW Investments | Summit | $2.30 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New Jersey
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving pension and profit sharing plans
- Valley Wealth Managers, Inc. on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.