PPrivate Fund Data
CompaniesFundsPeopleRankingsScreener

Valley Wealth Managers, Inc.

● SEC registered since 1985CRD 108879SEC# 801-25461Paramus, NJ
Export (members)
Reg. AUM
$2.69B
Employees
54
Accounts
2,063
Location
Paramus, NJ

Valley Wealth Managers, Inc. assets under management

Valley Wealth Managers, Inc. is a registered investment adviser overseen by the SEC based in Paramus, NJ. The firm has been registered since 1985. It reports $2.7 billion in regulatory assets under management and employs 54 people.

Valley Wealth Managers, Inc. owners & executives

9 reported
NameTitleOwnershipSince
Christopher Jon Gawley ControlGeneral Counsel, Corporate SecretaryUnder 5%2023
Christopher Michael Wilson ControlChief Compliance OfficerUnder 5%2026
Collyn Bement Gilbert ControlDirectorUnder 5%2023
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Valley Wealth Managers, Inc. manage?

Valley Wealth Managers, Inc. reports $2.7 billion in regulatory assets under management on its Form ADV.

How many employees does Valley Wealth Managers, Inc. have?

Valley Wealth Managers, Inc. reports 54 employees.

Where is Valley Wealth Managers, Inc. located?

Valley Wealth Managers, Inc. is based in Paramus, NJ and has been SEC-registered since 1985.

Does Valley Wealth Managers, Inc. disclose fund performance?

Valley Wealth Managers, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address80 East Ridgewood Ave, Suite 3, Paramus, NJ 07652
Phone888-794-7940
Office hours9:00 a.m. - 5:Oo p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Regulatory AUM

$2.69B▲ 16%
Mar '25 — $2.32BApr '25 — $2.32BMay '25 — $2.32BJun '25 — $2.32BJul '25 — $2.32BAug '25 — $2.32BSep '25 — $2.32BOct '25 — $2.32BNov '25 — $2.32BDec '25 — $2.32BJan '26 — $2.32BFeb '26 — $2.32BMar '26 — $2.69BApr '26 — $2.69BMay '26 — $2.69BJun '26 — $2.69B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 19%
Larger than 81% of 16,271 advisers
EmployeesTop 11%
More than 89% of 16,825 advisers

Assets under management

$2.69Bregulatory AUM
Discretionary $2.54BNon-discretionary $145.8M