| Name | Title | Ownership | Since |
|---|---|---|---|
| Lawrence Michael Mroczkowski Control | Managing Member And Chief Compliance Officer | Over 75% | 2021 |
Valley Wealth Management LLC reports $111.5 million in regulatory assets under management on its Form ADV.
Valley Wealth Management LLC reports 3 employees.
Valley Wealth Management LLC is based in Oshkosh, WI and has been SEC-registered since 2026.
Valley Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 509 S Washburn St, Oshkosh, WI 54904 |
| Phone | 920-966-9520 |
| Fax | (920) 273-2766 |
| Office hours | 8:00 a.m. - 4:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $111.5M |
| Non-discretionary | $0 |
| Total (RAUM) | $111.5M |