{
  "crd_number": 108879,
  "slug": "valley-wealth-managers-inc-paramus-nj-108879",
  "primary_business_name": "VALLEY WEALTH MANAGERS, INC.",
  "legal_name": "VALLEY WEALTH MANAGERS, INC.",
  "dbas": [
    "HALLMARK CAPITAL MANAGEMENT"
  ],
  "city": "Paramus",
  "state": "NJ",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1985-10-11",
  "years_registered": 40,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 2685875358.0,
  "raum_discretionary": 2540079311.0,
  "raum_non_discretionary": 145796047.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 54,
  "advisory_employees": 34,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 86631103.0,
      "count": 21
    },
    "individuals": {
      "raum": 205006992.0,
      "count": 413
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 332195182.0,
      "count": 18
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 1856392426.0,
      "count": 441
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 205649655.0,
      "count": 76
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "CA",
    "CO",
    "CT",
    "DE",
    "FL",
    "GA",
    "IL",
    "KY",
    "LA",
    "MA",
    "MD",
    "MI",
    "NC",
    "NH",
    "NJ",
    "NV",
    "NY",
    "OH",
    "PA",
    "SC",
    "TX",
    "VA",
    "VT",
    "WI"
  ],
  "websites": [
    "https://valley.com/personal/wealth-management"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/108879",
  "city_as_filed": "PARAMUS",
  "url": "https://advisorcensus.com/firm/valley-wealth-managers-inc-paramus-nj-108879",
  "display_name": "Valley Wealth Managers, Inc.",
  "summary": "Valley Wealth Managers, Inc. is an SEC-registered investment advisory firm in Paramus, NJ, registered since 1985, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Valley Wealth Managers, Inc. (CRD 108879): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Valley Wealth Managers, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Valley Wealth Managers, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges."
    },
    {
      "q": "Where is Valley Wealth Managers, Inc. located?",
      "a": "Valley Wealth Managers, Inc.'s principal office is in Paramus, NJ, according to its Form ADV; the April 2026 filing also lists 11 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Valley Wealth Managers, Inc. registered with the SEC or a state?",
      "a": "Valley Wealth Managers, Inc. is an SEC-registered investment advisory firm, registered since 1985. Status as filed: Approved. CRD 108879."
    },
    {
      "q": "How much does Valley Wealth Managers, Inc. manage?",
      "a": "Valley Wealth Managers, Inc. reports $2,685,875,358 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (95% discretionary)."
    },
    {
      "q": "How have Valley Wealth Managers, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Valley Wealth Managers, Inc.: Regulatory assets under management: $1,883,297,480 in the October 2021 data and $2,685,875,358 in the October 2026 data, up 43%. Total employees: 20 in October 2021 and 54 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Valley Wealth Managers, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (441); individuals (other than high net worth individuals) (413); corporations or other businesses not listed above (76)."
    },
    {
      "q": "Which custodians does Valley Wealth Managers, Inc. use?",
      "a": "Valley Wealth Managers, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Northern Trust Securities, Inc. and Pershing LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Valley Wealth Managers, Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/108879"
    },
    {
      "q": "What changed in Valley Wealth Managers, Inc.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $2,317,257,859 to $2,685,875,358 (+16%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1883297480.0,
      "total_employees": 20,
      "filing_date": "2021-08-13"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 2102286832.0,
      "total_employees": 17,
      "filing_date": "2022-07-05"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 2190440953.0,
      "total_employees": 48,
      "filing_date": "2023-09-20"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 2246985760.0,
      "total_employees": 52,
      "filing_date": "2024-08-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 2317257859.0,
      "total_employees": 54,
      "filing_date": "2025-07-07"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2685875358.0,
      "total_employees": 54,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $2,317,257,859 to $2,685,875,358 (+16%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Changed its office addresses in Chicago, IL.",
        "Added an office in Beverly Hills, CA.",
        "Added an office in Fort Lauderdale, FL.",
        "No longer lists an office in Los Angeles, CA.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Northern Trust Securities, Inc.",
      "name_as_filed": "NORTHERN TRUST SECURITIES, INC.",
      "affiliated": false
    },
    {
      "name": "Pershing LLC",
      "name_as_filed": "PERSHING LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/valley-wealth-managers-inc-paramus-nj-108879.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 413,
      "fewer_than_5": false,
      "raum": 205006992.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 441,
      "fewer_than_5": false,
      "raum": 1856392426.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 18,
      "fewer_than_5": false,
      "raum": 332195182.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 21,
      "fewer_than_5": false,
      "raum": 86631103.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 76,
      "fewer_than_5": false,
      "raum": 205649655.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/108879",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}