← Tributary

VALLEY NATIONAL ADVISERS INC

BETHLEHEM, PA · CRD 110788 · IAPD ↗ · vimeo.com · 610-868-9000

$1.31BRegulatory AUM
10Advisory reps
13Employees
0Clients
1-10Planning clients
0Private funds
16States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2025 — VALLEY NATIONAL ADVISERS INC shrank from 15 to 10 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
30
September 2024 — VALLEY NATIONAL ADVISERS INC changed its website from theweeklycommentary.com to vimeo.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

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