VALLEY WEALTH MANAGEMENT

Overview

Valley Wealth Management is a privately held limited liability company that acts as a capital allocator for both individual/family and institutional clients. The firm charges fees on a percentage-of-AUM basis and lists portfolio management for individuals and small businesses plus selection of other advisers as its primary advisory activities. Valley Wealth Management is not identified as an active ESG investor, and it does not present itself as a multistate or newly formed adviser. The firm’s business model centers on managing discretionary portfolios while engaging third‑party managers or sub‑advisers where appropriate. That selection-of-advisers capability supports its role allocating capital to external managers rather than relying solely on in‑house proprietary strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices