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Valley Wealth Managers, Inc.

● SEC registered since 1985CRD 108879SEC# 801-25461Paramus, NJ
Export (members)
Reg. AUM
$2.32B
Employees
54
Accounts
1,957
Location
Paramus, NJ

Valley Wealth Managers, Inc. assets under management

Valley Wealth Managers, Inc. is a registered investment adviser overseen by the SEC based in Paramus, NJ. The firm has been registered since 1985. It reports $2.3 billion in regulatory assets under management and employs 54 people.

Valley Wealth Managers, Inc. owners & executives

10 reported
NameTitleOwnershipSince
Brian Mark Stigliano ControlChief Strategy & Growth OfficerUnder 5%2023
Christopher Jon Gawley ControlGeneral Counsel, Corporate SecretaryUnder 5%2023
Collyn Bement Gilbert ControlDirectorUnder 5%2023
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Frequently asked questions

How much does Valley Wealth Managers, Inc. manage?

Valley Wealth Managers, Inc. reports $2.3 billion in regulatory assets under management on its Form ADV.

How many employees does Valley Wealth Managers, Inc. have?

Valley Wealth Managers, Inc. reports 54 employees.

Where is Valley Wealth Managers, Inc. located?

Valley Wealth Managers, Inc. is based in Paramus, NJ and has been SEC-registered since 1985.

Does Valley Wealth Managers, Inc. disclose fund performance?

Valley Wealth Managers, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address80 East Ridgewood Ave, Suite 3, Paramus, NJ 07652
Phone888-794-7940
Office hours9:00 a.m. - 5:Oo p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$2.12B
Non-discretionary$197.9M
Total (RAUM)$2.32B