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| Valley Wealth Managers Inc
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|---|---|
| CRD # | 108879 |
| SEC # | 801-25461 |
| CIK # | 0000924166 |
| AUM | 2,685.9 M (2026-03-31) |
| Employees | 54 (63% Investors, 76% Brokers) |
| Phone | 888-794-7940 |
| Address | 80 East Ridgewood Ave Paramus, NJ 07652 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 46.5 | ||
| Corning Inc /NY | 41.7 | ||
| Broadcom Inc | 35.6 | ||
| Hasbro Inc | 30.0 | ||
| Cisco Systems Inc | 29.8 | ||
| Verizon Communications Inc | 29.7 | ||
| Citizens Financial Group Inc/Ri | 28.3 | ||
| Alphabet Inc | 28.1 | ||
| Denali Holding Inc | 27.9 | ||
| Microsoft Corp | 27.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 413 | 0.2 |
| (b) Individuals (high net worth individuals) | 441 | 1.9 |
| (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 | 18 | 0.3 |
| (h) Charitable organizations | 21 | 0.1 |
| (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 | 76 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,063 | 2.7 |
| By Discretionary | ||
| Discretionary | 1,954 | 2.5 |
| Non-Discretionary | 109 | 0.1 |
| Total | 2,063 | 2.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.6 | |
| Total | 2,063 | 2.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000924166] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Serves | Institutional, Retail |
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