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VALLEY VIEW CONSULTING LLC

· CRD 108583 · IAPD ↗ · valleyviewconsultingllc.com · (540)297-3419

$16.40BRegulatory AUM
8Advisory reps
11Employees
0Clients
0Planning clients
0Private funds
5States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

45
April 2026 — VALLEY VIEW CONSULTING LLC added office(s): 6 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
20
October 2024 — VALLEY VIEW CONSULTING LLC changed its website from valleyviewconsulting.net to valleyviewconsultingllc.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
October 2024 — VALLEY VIEW CONSULTING LLC added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
56
April 2024 — VALLEY VIEW CONSULTING LLC reported RAUM up 35% ($10.50B -> $14.13B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.