VALLEY WEALTH MANAGERS, INC.

Latest filing: Jul 07, 2025 (73 days ago)
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Adviser Website

AUM

$2,317,257,859
3% change vs. 1 year ago
10% change vs. 3 years ago
22% change vs. 5 years ago
154% change vs. 10 years ago

Employee Count

54
4% change vs. 1 year ago
218% change vs. 3 years ago
170% change vs. 5 years ago
350% change vs. 10 years ago

Main Office

PARAMUS, NJ
80 EAST RIDGEWOOD AVE, PARAMUS, NJ, UNITED STATES, 07652

Client AUM

Discretion AUM
Discretionary $2.1
Non-Discretionary $0.2
Total $2.3
Client AUM
Retail $1.9
Pooled $0.0
Institutional $0.4
Total $2.3
Retail Accounts AUM
Individual 409 $0.2
Average Individual AUM $437,439
HNW 459 $1.7
Average HNW AUM $3,681,662
Retail Total 868 $1.9
Average Retail AUM $2,152,990

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM
CHARLES SCHWAB & CO., INC. SAN FRANCISCO-CA-USA $1.4
NORTHERN TRUST SECURITIES, INC. CHICAGO-IL-USA $0.3
PERSHING LLC JERSEY CITY-NJ-USA $0.3

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $2.3
Retail SMA AUM $1.9
Institutional SMA AUM $0.4
Asset Class % AUM
Equity Exch 49% $1.1
Equity Non-Exch 0% $0.0
Govt Agency 4% $0.1
Municipal 5% $0.1
Sovereign 0% $0.0
IG Credit 19% $0.4
HY Credit 1% $0.0
Derivatives 0% $0.0
Investment Companies 18% $0.4
Other Pools 0% $0.0
Cash 4% $0.1
Other 0% $0.0
Total 100% $2.3

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Affiliates

Affiliates AUM Business Types CRD Number
VALLEY FINANCIAL MANAGEMENT, INC. $0.0 broker-dealer 105387
VALLEY NATIONAL BANCORP $0.0 -
VALLEY INSURANCE SERVICES, INC. $0.0 -
VALLEY NATIONAL BANK $0.0 -

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

11 active

Name Title
OBRIEN, MICHAEL, JOSEPH CHIEF COMPLIANCE OFFICER
TUSSI, STEVEN, ALI CHIEF INVESTMENT OFFICER
ZAREMSKY, MICHAEL PRESIDENT, CHAIRMAN OF THE BOARD
STIGLIANO, BRIAN, MARK CHIEF STRATEGY & GROWTH OFFICER
GILBERT, COLLYN, BEMENT DIRECTOR
CRANDELL, MITCHELL DIRECTOR
GAWLEY, CHRISTOPHER, JON GENERAL COUNSEL, CORPORATE SECRETARY
VANOVITCH, JOEL CHIEF OPERATIONS OFFICER
MAYO, JAMIE CHIEF FINANCIAL OFFICER

ADVDB.CO • SOURCE: SEC

Representatives

38 active representatives found, showing 20 random

Name City State Exams Designations
AYELET KINDLER PARAMUS NJ S63|2000-06-23|S65|2003-01-07 CERTIFIED FINANCIAL PLANNER
LEANNE POLIZZANO PARAMUS NJ S63|1986-03-24|S65|2012-05-21 CERTIFIED FINANCIAL PLANNER
SHIRA KETAYI PARAMUS NJ S66|2022-01-10
ALEJANDRO FELDMAN PARAMUS NJ S66|2005-07-15
JOHN D'ARCO PARAMUS NJ CHARTERED FINANCIAL ANALYST
OSCAR MORAGA PARAMUS NJ S63|2008-09-26|S66|2014-06-07
MICAH CHARYN PARAMUS NJ S63|2012-09-15|S65|2014-03-28
ELLIOT PORETZKY PARAMUS NJ S66|2023-03-27
KEVIN MADRIGAL PARAMUS NJ S66|2018-07-19|S63|2017-02-27
MATTHEW GROSSER PARAMUS NJ S65|2016-02-05
ANDRE ROITMAN PARAMUS NJ S66|2010-07-23
ELIYAHU ENGELMAN PARAMUS NJ S66|2023-07-13
MATTHEW POHL PARAMUS NJ S66|2003-06-04
LEONID MEDVED PARAMUS NJ S66|2011-11-01
DAVID CHESIR PARAMUS NJ S63|2002-08-07|S65|2004-04-01
NICHOLAS MAGUIRE PARAMUS NJ S66|2023-06-22
DOV KATZ PARAMUS NJ S63|2011-05-17|S66|2017-06-26
JAMIE CASEY PARAMUS NJ S66|2012-03-29
SHANNON LITTLEJOHN PARAMUS NJ S63|2000-06-27|S66|2011-04-29
KATHLEEN BUSKE PARAMUS NJ S63|1985-11-06 CERTIFIED FINANCIAL PLANNER

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2025-08-01 $2.3 $0.0 0% 54 0 0%
2025-04-21 $2.3 $0.0 0% 54 0 0%
2024-04-02 $2.2 $0.1 3% 52 2 4%
2023-04-04 $1.8 $0.5 26% 16 38 238%
2022-04-01 $2.1 $0.2 10% 17 37 218%
2021-04-05 $1.9 $0.4 23% 20 34 170%
2020-04-01 $1.9 $0.4 22% 20 34 170%
2019-04-01 $1.5 $0.8 51% 21 33 157%
2018-04-02 $1.5 $0.8 51% 21 33 157%
2017-04-01 $1.3 $1.0 75% 24 30 125%
2016-04-01 $0.9 $1.4 147% 18 36 200%
2015-04-01 $0.9 $1.4 154% 12 42 350%
2014-04-01 $0.8 $1.5 184% 12 42 350%
2013-04-01 $0.7 $1.6 238% 12 42 350%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
NJ, AL-07/28/2017, CA-04/08/2015, CO-03/05/2021, CT-09/22/2008, DE-05/02/2017, FL-12/26/2012, GA-06/29/2016, IL-07/24/2023, KY-07/25/2017, LA-06/03/2013, MA-04/28/2016, MD-08/13/2021, MI-09/18/2014, NC-06/03/2013, NH-06/03/2013, NJ-09/06/1990, NV-06/29/2016, NY-11/20/1998, OH-04/01/2016, PA-02/04/2008, SC-04/28/2016, TX-06/03/2013, VA-07/11/2017, VT-07/07/2023, WI-06/03/2013
ADVISER ACTIVITIES
FINANCIAL PLANNING
PORTFOLIO MANAGEMENT
PORTFOLIO MANAGEMENT (SMB)
MANAGER SELECTION
OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV