Valley Wealth Managers, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Paramus, NJ. Its latest Form ADV filing, dated March 31, 2026, reports $2.7B in regulatory assets under management, 54 employees, 12 offices, and 2,063 accounts.
Assets Under Management
$2.7B
Employees
54
Offices
12 offices
Total Clients
969
Primary office
PARAMUS, NJ
80 EAST RIDGEWOOD AVE, SUITE 3, PARAMUS, NJ, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 45.5% of total clients.
Top client categories% of clientsClients
1
HNWI
45.5%
441
2
Individuals
42.6%
413
3
Corporations
7.8%
76
4
Charitable
2.2%
21
5
Pension Plans
1.9%
18
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.7Bas of March 31, 2026
Discretionary94.6%
$2.5B
95% of total RAUM94.6%
Non-discretionary5.4%
$146M
5% of total RAUM5.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.7B
Total Accounts2,063
10Y AUM Change+$1.4B (+102.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees54
Clients per Employee18:1
10Y Employee Change+30 (+125.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.