VALLEY WEALTH MANAGEMENT LLC
Doing business as VALLEY WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$111,533,034
Discretionary
$111,533,034
Non-discretionary
$0
Firm details
- CRD number
- 327845
- SEC file number
- 801-135905
- Main office
- OSHKOSH, WI, United States
- Employees
- 3
- SEC status
- Approved
- Website
- https://x.com/valley_wealth
- Fee structure
-
Percentage of AUM
As of October 2026.