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VALLEY WEALTH MANAGERS, INC.

PARAMUS, NJ · CRD 108879 · IAPD ↗ · valley.com · 888-794-7940

$2.69BRegulatory AUM
34Advisory reps
54Employees
0Clients
101-250Planning clients
0Private funds
25States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
February 2026 — VALLEY WEALTH MANAGERS, INC. added office(s): 11 -> 12 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2025 — VALLEY WEALTH MANAGERS, INC. shrank from 48 to 34 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
November 2024 — VALLEY WEALTH MANAGERS, INC. added office(s): 11 -> 12 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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