Valley Wealth Managers, Inc.

$2.69BAssets under management
as of Mar 2026 · SEC Form ADV
Paramus, NJ
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Tech stack

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Custodial Platform
Schwab
Per Form ADV · $1.4B held · filed Oct 2024
Northern Trust
Per Form ADV · $291M held · filed Oct 2024
Pershing
Per Form ADV · $288M held · filed Oct 2024