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| Keyboard |
| Valley Wealth Management LLC
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|---|---|
| CRD # | 327845 |
| SEC # | 801-135905 |
| CIK # | |
| AUM | 111.5 M (2026-04-30) |
| Employees | 3 (33% Investors, 100% Brokers) |
| Phone | 920-966-9520 |
| Address | 509 S Washburn St Oshkosh, WI 54904 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 326 | 73.6 |
| (b) Individuals (high net worth individuals) | 19 | 35.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 2.2 |
| (n) Other | 0 | 0.0 |
| Total | 513 | 111.5 |
| By Discretionary | ||
| Discretionary | 513 | 111.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 513 | 111.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 111.5 | |
| Total | 513 | 111.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
KDM Wealth Management Inc
✚
|
IL | 112.2 M |
|
Inkwell Capital LLC
✚
|
112.2 M | |
|
Yahara Wealth Management LLC
✚
|
WI | 112.0 M |
|
Compass Retirement Group LLC
✚
|
MO | 111.9 M |
|
TAM Capital Management Inc
✚
|
111.7 M | |
|
Precedent Asset Management LLC
✚
|
IN | 111.5 M |
|
Fully Financial LLC
✚
|
GA | 111.1 M |
|
Spirit West Advisors LLC
✚
|
AZ | 111.1 M |
|
Bondurant Investment Advisory LLC
✚
|
IL | 111.1 M |
|
Fox Financial Services Inc
✚
|
NY | 110.9 M |