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VALLEY WEALTH MANAGEMENT

OSHKOSH, WI · CRD 327845 · IAPD ↗ · 920-966-9520

$111.5MRegulatory AUM
1Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
June 2026 — VALLEY WEALTH MANAGEMENT (OSHKOSH, WI) is newly SEC-registered with $111.5M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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