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Valley Wealth Managers, Inc. CRD 108879
$2.69B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
80 East Ridgewood Ave Suite 3, Paramus, NJ 07652 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-08-07 |
Branch Locations
19495 Biscayne Blvd. Suite 500, Aventura, FL 33180 • United States
80 East Ridgewood Ave Suite 3, Paramus, NJ 07652 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Leumi Investment Services, Inc. | Aventura | FL | 05/2007 | 04/2022 |
| Bank Leumi Usa | Aventura | FL | 05/2007 | 04/2022 |
| Valley Financial Management, Inc. | Aventura | FL | 04/2022 | Present |
| Valley National Bank | Aventura | FL | 04/2022 | Present |
| Valley Wealth Managers, Inc. | Aventura | FL | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-06-04 |
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