Valpey Financial Services LLC
Valpey Financial Services LLC is an SEC-registered wealth manager in Concord, NH with $226.0M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Valpey Financial Services LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 154154, SEC 801-118576, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $226.0M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- Concord, NH
- Employees
- 4
- Clients
- 186
- CRD
- 154154
- Ownership
- VALPEY, RONALD, LOUIS; COME, VICTORIA, JEAN; WEBBER, VICTORIA, JEAN
How much AUM does Valpey Financial Services LLC have?
Valpey Financial Services LLC reported $226.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Valpey Financial Services LLC?
Disclosed owners and executives of Valpey Financial Services LLC include VALPEY, RONALD, LOUIS, COME, VICTORIA, JEAN, WEBBER, VICTORIA, JEAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.