# Valley Wealth Managers, Inc.

> 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.

- CRD: 108879
- Filed as: VALLEY WEALTH MANAGERS, INC.
- Also doing business as: HALLMARK CAPITAL MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Paramus, NJ
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/108879
- AdvisorCensus page: https://advisorcensus.com/firm/valley-wealth-managers-inc-paramus-nj-108879

## Quick answers

**How is Valley Wealth Managers, Inc. compensated?**
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.

**Where is Valley Wealth Managers, Inc. located?**
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).

**Is Valley Wealth Managers, Inc. registered with the SEC or a state?**
Valley Wealth Managers, Inc. is an SEC-registered investment advisory firm, registered since 1985. Status as filed: Approved. CRD 108879.

**How much does Valley Wealth Managers, Inc. manage?**
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).

**How have Valley Wealth Managers, Inc.'s assets and staff changed since 2021?**
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.

**What types of clients does Valley Wealth Managers, Inc. serve?**
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).

**Which custodians does Valley Wealth Managers, Inc. use?**
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.

**Does Valley Wealth Managers, Inc. report any disciplinary disclosures?**
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

**What changed in Valley Wealth Managers, Inc.'s recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Northern Trust Securities, Inc.
- Pershing LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $2,685,875,358
- Discretionary: $2,540,079,311
- Non-discretionary: $145,796,047

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 413 | $205,006,992 |
| High net worth individuals | 441 | $1,856,392,426 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 18 | $332,195,182 |
| Charitable organizations | 21 | $86,631,103 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 76 | $205,649,655 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 1985 (40 years)
- Employees: 54 total, 34 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Aventura, FL
- Beverly Hills, CA
- Chicago, IL
- Coral Gables, FL
- Fort Lauderdale, FL
- Morristown, NJ
- New York, NY
- St. Petersburg, FL
- Tampa, FL
- West Palm Beach, FL
- White Plains, NY

### Websites listed on Form ADV (Item 1.I)
- valley.com/personal/wealth-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,883,297,480 | 20 | August 13, 2021 |
| October 2022 | $2,102,286,832 | 17 | July 5, 2022 |
| October 2023 | $2,190,440,953 | 48 | September 20, 2023 |
| October 2024 | $2,246,985,760 | 52 | August 29, 2024 |
| October 2025 | $2,317,257,859 | 54 | July 7, 2025 |
| October 2026 | $2,685,875,358 | 54 | March 31, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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).

### February 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Valley Wealth Managers, Inc. (CRD 108879): Form ADV filing data as of October 2026.