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| Happy Holidays!! thanks for using AUM13F!! |
| Valley Wealth Managers Inc
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| CRD # | 108879 |
| SEC # | 801-25461 |
| CIK # | 0000924166 |
| AUM | $2.3 B (2025-07-07) |
| Employees | 54 (63% Investors, 76% Brokers) |
| Phone | 888-794-7940 |
| Address | 80 East Ridgewood Ave Paramus, NJ 07652 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 39.3 | ||
| Apple Inc | 39.3 | ||
| Microsoft Corp | 35.8 | ||
| Oracle Corp | 32.5 | ||
| Hasbro Inc | 29.6 | ||
| Morgan Stanley | 27.9 | ||
| Cisco Systems Inc | 27.2 | ||
| Amerisourcebergen Corp | 25.9 | ||
| Alphabet Inc | 24.1 | ||
| Progressive Corp/Oh/ | 23.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 409 | 0.2 |
| (b) Individuals (high net worth individuals) | 459 | 1.7 |
| (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 | 22 | 0.3 |
| (h) Charitable organizations | 17 | 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 | 75 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,957 | 2.3 |
| By Discretionary | ||
| Discretionary | 1,859 | 2.1 |
| Non-Discretionary | 98 | 0.2 |
| Total | 1,957 | 2.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 2.3 | |
| Total | 1,957 | 2.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000924166] |
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