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Valley Wealth Management
VALLEY WEALTH MANAGEMENT is an SEC-registered investment adviser in OSHKOSH, WI, registered since 2026. The firm manages approximately $112 million in assets.
Overview
VALLEY WEALTH MANAGEMENT is an SEC-registered investment adviser in OSHKOSH, WI, registered since 2026. The firm manages approximately $112 million in assets. It has 3 employees and 1 investment adviser.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Frequently asked questions
Who runs Valley Wealth Management and makes investment decisions?
No principals or investment committee members are publicly named. SEC registration requires disclosure of control persons on Form ADV, but the firm's ADV is not currently retrievable through the IAPD public search. Without this filing or other public records, the leadership structure is unknown.
How large is Valley Wealth Management's asset base?
The firm has not publicly disclosed its regulatory assets under management. No credible third-party publication has reported an AUM figure. Without access to its Form ADV or direct confirmation from the firm, the asset base is entirely undisclosed.
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