VALLEY WEALTH MANAGERS, INC.
CRD #108879 SEC #801-25461 PARAMUS, NJ 888-794-7940
SEC Registered
Total AUM
$2.3B
Discretionary
$2.1B
Employees
54
Clients
101
Accounts
1,957
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $2.3B | $2.1B | $197.9M | 54 | 0 |
| Jul 2025 | $2.3B | $2.1B | $197.9M | 54 | 0 |
| Mar 2025 | $2.3B | $2.1B | $197.9M | 54 | 0 |
| Oct 2024 | $2.2B | $2.1B | $173.9M | 52 | 0 |
| Aug 2024 | $2.2B | $2.1B | $173.9M | 52 | 0 |
| Mar 2024 | $2.2B | $2.1B | $173.9M | 52 | 0 |
| Sep 2023 | $2.2B | $2.1B | $88.3M | 48 | 0 |
| Jul 2023 | $2.2B | $2.1B | $88.3M | 48 | 0 |
| Jul 2023 | $2.2B | $2.1B | $88.3M | 48 | 0 |
| Mar 2023 | $1.8B | $1.8B | $0 | 16 | 0 |
| Nov 2022 | $2.1B | $2.1B | $944.3K | 18 | 0 |
| Oct 2022 | $2.1B | $2.1B | $944.3K | 18 | 0 |
| Jul 2022 | $2.1B | $2.1B | $944.3K | 17 | 0 |
| May 2022 | $2.1B | $2.1B | $944.3K | 17 | 0 |
| Mar 2022 | $2.1B | $2.1B | $944.3K | 17 | 0 |
| Aug 2021 | $1.9B | $1.8B | $51.8M | 20 | 0 |
| Jul 2021 | $1.9B | $1.8B | $51.8M | 20 | 0 |
| Mar 2021 | $1.9B | $1.8B | $51.8M | 20 | 0 |
| Mar 2021 | $1.9B | $1.9B | $1M | 20 | 0 |
| Oct 2020 | $1.9B | $1.9B | $1M | 20 | 0 |
| Jun 2020 | $1.9B | $1.9B | $1M | 20 | 0 |
| Mar 2020 | $1.9B | $1.9B | $1M | 20 | 0 |
| Aug 2019 | $1.5B | $1.5B | $37.7M | 21 | 0 |
| Jun 2019 | $1.5B | $1.5B | $37.7M | 21 | 0 |
| Mar 2019 | $1.5B | $1.5B | $37.7M | 21 | 0 |
| Nov 2018 | $1.5B | $1.5B | $71.3M | 21 | 0 |
| Jul 2018 | $1.5B | $1.5B | $71.3M | 21 | 0 |
| Mar 2018 | $1.5B | $1.5B | $71.3M | 21 | 0 |
| Jul 2017 | $1.3B | $1.3B | $66.3M | 24 | 800 |
| Jul 2017 | $1.3B | $1.3B | $66.3M | 24 | 800 |
| Jul 2017 | $1.3B | $1.3B | $66.3M | 24 | 800 |
| Jun 2017 | $1.3B | $1.3B | $66.3M | 24 | 800 |
| May 2017 | $1.3B | $1.3B | $66.3M | 24 | 800 |
| Apr 2017 | $1.3B | $1.3B | $66.3M | 24 | 800 |
| Mar 2017 | $1.3B | $1.3B | $66.3M | 24 | 800 |
| Jun 2016 | $1.2B | $1.2B | $60.9M | 25 | 700 |
| Apr 2016 | $1.2B | $1.2B | $60.9M | 25 | 700 |
| Apr 2016 | $939.1M | $937.8M | $1.3M | 18 | 400 |
| Mar 2016 | $939.1M | $937.8M | $1.3M | 18 | 400 |
| Feb 2016 | $912.1M | $903.7M | $8.3M | 12 | 400 |
| Jan 2016 | $912.1M | $903.7M | $8.3M | 12 | 400 |
| Oct 2015 | $912.1M | $903.7M | $8.3M | 12 | 400 |
| Aug 2015 | $912.1M | $903.7M | $8.3M | 12 | 400 |
| May 2015 | $912.1M | $903.7M | $8.3M | 12 | 400 |
| Apr 2015 | $912.1M | $903.7M | $8.3M | 12 | 400 |
| Mar 2015 | $912.1M | $903.7M | $8.3M | 12 | 400 |
| Mar 2015 | $912.1M | $903.7M | $8.3M | 12 | 400 |
| Sep 2014 | $816.7M | $808.6M | $8.1M | 12 | 400 |
| Jul 2014 | $816.7M | $808.6M | $8.1M | 12 | 400 |
| Mar 2014 | $816.7M | $808.6M | $8.1M | 12 | 400 |
| Jun 2013 | $685.4M | $683.5M | $1.9M | 12 | 300 |
| Mar 2013 | $685.4M | $683.5M | $1.9M | 12 | 300 |
| Dec 2012 | $608M | $606.9M | $1.2M | 10 | 300 |
| Dec 2012 | $608M | $606.9M | $1.2M | 10 | 300 |
| Mar 2012 | $608M | $606.9M | $1.2M | 6 | 300 |
| Aug 2010 | $554.6M | $553.5M | $1.1M | 10 | -- |
| Mar 2009 | $450.2M | $449.3M | $932.9K | 10 | -- |
| Sep 2008 | $511.5M | $510.3M | $1.3M | 10 | -- |
| Mar 2008 | $511.5M | $510.3M | $1.3M | 10 | -- |
| Feb 2008 | $468.7M | $467.1M | $1.6M | 10 | -- |
| Mar 2007 | $468.7M | $467.1M | $1.6M | 10 | -- |
| Dec 2006 | $421.7M | $420.3M | $1.4M | 10 | -- |
| Sep 2005 | $387M | $385.7M | $1.3M | 10 | -- |
| Jun 2004 | $308M | $306.8M | $1.2M | 10 | -- |
| Mar 2004 | $308M | $306.8M | $1.2M | 10 | -- |
| Apr 2002 | $221.6M | $220.4M | $1.2M | 10 | -- |
| Mar 2002 | $221.6M | $220.4M | $1.2M | 10 | -- |
| Aug 2001 | $236.3M | $234.3M | $2M | 10 | -- |
| Aug 2001 | $236.3M | $234.3M | $2M | 10 | -- |
DateAug 2025
Total AUM$2.3B
Discretionary$2.1B
Non-Disc.$197.9M
Employees54
Clients0
DateJul 2025
Total AUM$2.3B
Discretionary$2.1B
Non-Disc.$197.9M
Employees54
Clients0
DateMar 2025
Total AUM$2.3B
Discretionary$2.1B
Non-Disc.$197.9M
Employees54
Clients0
DateOct 2024
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$173.9M
Employees52
Clients0
DateAug 2024
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$173.9M
Employees52
Clients0
DateMar 2024
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$173.9M
Employees52
Clients0
DateSep 2023
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$88.3M
Employees48
Clients0
DateJul 2023
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$88.3M
Employees48
Clients0
DateJul 2023
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$88.3M
Employees48
Clients0
DateMar 2023
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees16
Clients0
DateNov 2022
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$944.3K
Employees18
Clients0
DateOct 2022
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$944.3K
Employees18
Clients0
DateJul 2022
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$944.3K
Employees17
Clients0
DateMay 2022
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$944.3K
Employees17
Clients0
DateMar 2022
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$944.3K
Employees17
Clients0
DateAug 2021
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$51.8M
Employees20
Clients0
DateJul 2021
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$51.8M
Employees20
Clients0
DateMar 2021
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$51.8M
Employees20
Clients0
DateMar 2021
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$1M
Employees20
Clients0
DateOct 2020
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$1M
Employees20
Clients0
DateJun 2020
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$1M
Employees20
Clients0
DateMar 2020
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$1M
Employees20
Clients0
DateAug 2019
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$37.7M
Employees21
Clients0
DateJun 2019
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$37.7M
Employees21
Clients0
DateMar 2019
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$37.7M
Employees21
Clients0
DateNov 2018
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$71.3M
Employees21
Clients0
DateJul 2018
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$71.3M
Employees21
Clients0
DateMar 2018
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$71.3M
Employees21
Clients0
DateJul 2017
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$66.3M
Employees24
Clients800
DateJul 2017
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$66.3M
Employees24
Clients800
DateJul 2017
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$66.3M
Employees24
Clients800
DateJun 2017
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$66.3M
Employees24
Clients800
DateMay 2017
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$66.3M
Employees24
Clients800
DateApr 2017
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$66.3M
Employees24
Clients800
DateMar 2017
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$66.3M
Employees24
Clients800
DateJun 2016
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$60.9M
Employees25
Clients700
DateApr 2016
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$60.9M
Employees25
Clients700
DateApr 2016
Total AUM$939.1M
Discretionary$937.8M
Non-Disc.$1.3M
Employees18
Clients400
DateMar 2016
Total AUM$939.1M
Discretionary$937.8M
Non-Disc.$1.3M
Employees18
Clients400
DateFeb 2016
Total AUM$912.1M
Discretionary$903.7M
Non-Disc.$8.3M
Employees12
Clients400
DateJan 2016
Total AUM$912.1M
Discretionary$903.7M
Non-Disc.$8.3M
Employees12
Clients400
DateOct 2015
Total AUM$912.1M
Discretionary$903.7M
Non-Disc.$8.3M
Employees12
Clients400
DateAug 2015
Total AUM$912.1M
Discretionary$903.7M
Non-Disc.$8.3M
Employees12
Clients400
DateMay 2015
Total AUM$912.1M
Discretionary$903.7M
Non-Disc.$8.3M
Employees12
Clients400
DateApr 2015
Total AUM$912.1M
Discretionary$903.7M
Non-Disc.$8.3M
Employees12
Clients400
DateMar 2015
Total AUM$912.1M
Discretionary$903.7M
Non-Disc.$8.3M
Employees12
Clients400
DateMar 2015
Total AUM$912.1M
Discretionary$903.7M
Non-Disc.$8.3M
Employees12
Clients400
DateSep 2014
Total AUM$816.7M
Discretionary$808.6M
Non-Disc.$8.1M
Employees12
Clients400
DateJul 2014
Total AUM$816.7M
Discretionary$808.6M
Non-Disc.$8.1M
Employees12
Clients400
DateMar 2014
Total AUM$816.7M
Discretionary$808.6M
Non-Disc.$8.1M
Employees12
Clients400
DateJun 2013
Total AUM$685.4M
Discretionary$683.5M
Non-Disc.$1.9M
Employees12
Clients300
DateMar 2013
Total AUM$685.4M
Discretionary$683.5M
Non-Disc.$1.9M
Employees12
Clients300
DateDec 2012
Total AUM$608M
Discretionary$606.9M
Non-Disc.$1.2M
Employees10
Clients300
DateDec 2012
Total AUM$608M
Discretionary$606.9M
Non-Disc.$1.2M
Employees10
Clients300
DateMar 2012
Total AUM$608M
Discretionary$606.9M
Non-Disc.$1.2M
Employees6
Clients300
DateAug 2010
Total AUM$554.6M
Discretionary$553.5M
Non-Disc.$1.1M
Employees10
Clients--
DateMar 2009
Total AUM$450.2M
Discretionary$449.3M
Non-Disc.$932.9K
Employees10
Clients--
DateSep 2008
Total AUM$511.5M
Discretionary$510.3M
Non-Disc.$1.3M
Employees10
Clients--
DateMar 2008
Total AUM$511.5M
Discretionary$510.3M
Non-Disc.$1.3M
Employees10
Clients--
DateFeb 2008
Total AUM$468.7M
Discretionary$467.1M
Non-Disc.$1.6M
Employees10
Clients--
DateMar 2007
Total AUM$468.7M
Discretionary$467.1M
Non-Disc.$1.6M
Employees10
Clients--
DateDec 2006
Total AUM$421.7M
Discretionary$420.3M
Non-Disc.$1.4M
Employees10
Clients--
DateSep 2005
Total AUM$387M
Discretionary$385.7M
Non-Disc.$1.3M
Employees10
Clients--
DateJun 2004
Total AUM$308M
Discretionary$306.8M
Non-Disc.$1.2M
Employees10
Clients--
DateMar 2004
Total AUM$308M
Discretionary$306.8M
Non-Disc.$1.2M
Employees10
Clients--
DateApr 2002
Total AUM$221.6M
Discretionary$220.4M
Non-Disc.$1.2M
Employees10
Clients--
DateMar 2002
Total AUM$221.6M
Discretionary$220.4M
Non-Disc.$1.2M
Employees10
Clients--
DateAug 2001
Total AUM$236.3M
Discretionary$234.3M
Non-Disc.$2M
Employees10
Clients--
DateAug 2001
Total AUM$236.3M
Discretionary$234.3M
Non-Disc.$2M
Employees10
Clients--