Valley Wealth Management LLC
Valley Wealth Management LLC is an SEC-registered mass-market adviser with $111.5M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Valley Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 327845, data through 2026-04-30.
- AUM (assets under management / regulatory AUM)
- $111.5M (2026-04-30)
- Firm type
- Mass-Market Adviser
- Employees
- 3
- Clients
- 347
- CRD
- 327845
- Ownership
- MROCZKOWSKI, LAWRENCE, MICHAEL
How much AUM does Valley Wealth Management LLC have?
Valley Wealth Management LLC reported $111.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-30).
Who owns Valley Wealth Management LLC?
Disclosed owners and executives of Valley Wealth Management LLC include MROCZKOWSKI, LAWRENCE, MICHAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.