Valley Wealth Management
Firm details
- Headquarters
- Oshkosh, Wisconsin
- CRD number
- 327845
- Registered since
- May 5, 2026
- Website
- www.valleywealth.net
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals66%
- HNWI32.07%
- Corporations / Businesses1.93%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Valley Wealth Management LLC is an SEC-registered advisory firm (registered in 2026) that operates as a privately owned limited liability company. The firm serves both individual and family clients as well as institutional accounts, charging fees based on a percentage of assets under management. Valley Wealth Management presents itself as a capital allocator that provides portfolio management for individuals and small businesses and also engages in the selection of other advisers when appropriate. The firm does not position itself as an ESG-focused investor and is not identified as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds97%
- Exchange Traded Equities2%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Oshkosh, WI
Winnebago
Location
Oshkosh, WI
Headquartered in Oshkosh, WI, anchoring the Appleton-Oshkosh-Neenah, WI metro in the Midwest.
- Metro area
- Appleton-Oshkosh-Neenah, WI
- Region
- Midwest
- County
- Winnebago
- Address
- 509 S Washburn St
- Time zone
- CT (UTC-6)
- Office locations
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