VALPEY FINANCIAL SERVICES LLC
CRD #154154 SEC #801-118576 CONCORD, NH 603-856-7945
SEC Registered
Total AUM
$199.1M
Discretionary
$181.7M
Employees
4
Clients
1
Accounts
594
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New Hampshire
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 26, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| COME, VICTORIA, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| COME, VICTORIA, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| COME, VICTORIA, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| WEBBER, VICTORIA, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| WEBBER, VICTORIA, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| WEBBER, VICTORIA, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| WEBBER, VICTORIA, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| WEBBER, VICTORIA, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| WEBBER, VICTORIA, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEBBER, VICTORIA, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEBBER, VICTORIA, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEBBER, VICTORIA, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEBBER, VICTORIA, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEBBER, VICTORIA, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEBBER, VICTORIA, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEBBER, VICTORIA, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEBBER, VICTORIA, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEBBER, VICTORIA, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEBBER, VICTORIA, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VALPEY, RONALD, LOUIS | I | OWNER, MANAGING MEMBER | E | Control |
| VALPEY, RONALD, LOUIS | I | OWNER, MANAGING MEMBER | E | Control |
| VALPEY, RONALD, LOUIS | I | OWNER | E | Control |
| VALPEY, RONALD, LOUIS | I | OWNER, MANAGING MEMBER | E | Control |
| VALPEY, RONALD, LOUIS | I | OWNER, MANAGING MEMBER | E | Control |
| VALPEY, RONALD, LOUIS | I | OWNER, MANAGING MEMBER | E | Control |
| VALPEY, RONALD, LOUIS | I | OWNER, MANAGING MEMBER | E | Control |
| VALPEY, RONALD, LOUIS | I | OWNER, MANAGING MEMBER | E | Control |
| VALPEY, RONALD, LOUIS | I | OWNER, MANAGING MEMBER | E | Control |
| VALPEY, RONALD, LOUIS | I | OWNER, MANAGING MEMBER | E | Control |
| VALPEY, RONALD, LOUIS | I | OWNER, MANAGING MEMBER | E | Control |
| VALPEY, RONALD, LOUIS | I | OWNER, MANAGING MEMBER | E | Control |
| VALPEY, RONALD, LOUIS | I | OWNER, MANAGING MEMBER | E | Control |
| VALPEY, RONALD, LOUIS | I | OWNER, MANAGING MEMBER | E | Control |
| VALPEY, RONALD, LOUIS | I | OWNER, MANAGING MEMBER | E | Control |
| VALPEY, RONALD, LOUIS | I | OWNER, MANAGING MEMBER | E | Control |
| VALPEY, RONALD, LOUIS | I | OWNER, MANAGING MEMBER | E | Control |
| VALPEY, RONALD, LOUIS | I | OWNER, MANAGING MEMBER | E | Control |
| VALPEY, RONALD, LOUIS | I | OWNER, MANAGING MEMBER | E | Control |
| VALPEY, RONALD, LOUIS | I | OWNER, MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Sep 26, 2025 REGISTERED
Notice Filings (4)
FL MA NH TX
Address
100 NORTH MAIN STREET SUITE 500CONCORD, NH 03301
United States
Phone: 603-856-7945