# Valley Wealth Managers

Valley Wealth Managers is a Bank / Wealth / Trust based in Paramus, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Paramus, United States
- **Region:** North America
- **Address:** Morristown, NJ, United States
- **Founded:** 1986
- **Assets under management:** Undisclosed
- **Website:** valley.com
- **LinkedIn:** https://www.linkedin.com/company/valley-commercial-banking

## Regulatory record

- **CRD number:** 108879
- **SEC file number:** 801-25461
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/108879

## About

Founded in 1986 as part of the then Valley National Bank of New Jersey, Valley Wealth Managers grew from the trust department of a single-location community bank into the wealth arm of a publicly listed regional franchise. The parent, Valley National Bancorp, expanded through acquisitions of institutions like USAmeriBancorp and Oritani Financial, absorbing their private-client books. Wealth origin traces not to a single patriarch but to the aggregated capital of business owners, professionals, and families in the New York-New Jersey metro corridor who bank with the institution. Valley Wealth constructs primarily managed account portfolios across core asset classes — US large-cap equities, investment-grade fixed income, municipal bonds, and tactical allocations. The unit does not market itself as an alternatives platform, but its parent bank’s balance sheet size of $62 billion (per the firm, Q4 2024) implies the ability to source bank-qualified private placements and participate in loan syndications that flow through the commercial banking side. Geographic focus concentrates on New Jersey, New York, and Florida, where Valley’s branch network is densest. Team scale is undisclosed; the parent company employed more than 3,700 people at year-end 2023. The firm operates from the bank’s headquarters campus in Morristown, New Jersey, with wealth desks embedded in select branches across the three-state footprint. Structural differentiator sits in the regulated-bank wrapper. Unlike independent RIAs or multi-family offices, Valley Wealth operates under the OCC’s fiduciary trust powers and the parent holding company’s public-company disclosure regime. Access to the bank’s loan book — C&I lending, commercial real estate — creates a potential pipeline into deal flow that non-bank wealth managers cannot replicate, though the unit does not publicly brand itself as a direct-investment platform.

## Sectors

- Financial Services

## People

- Ira Robbins — Chairman and CEO, Valley National Bank

## Questions

### Who makes investment decisions at Valley Wealth Managers?

Ultimate leadership sits with Ira Robbins, Chairman and CEO of Valley National Bancorp, who in September 2024 restructured the bank's divisions to bring commercial and wealth operations closer together. Day-to-day portfolio management and trust administration are handled by the wealth team inside the bank, though the firm has not publicly named a standalone CIO for the wealth unit.

### Which geographic regions does Valley Wealth serve?

The primary footprint covers New Jersey, New York, and Florida — the three states where Valley National Bank operates its densest branch network. The wealth division is headquartered in Morristown, New Jersey, with desks embedded in select bank branches across that tri-state corridor.

## Related profiles

- [Valley National Advisers](https://altss.com/profile/valley-national-advisers)
- [Valley Wealth Strategies](https://altss.com/profile/valley-wealth-strategies)

---

Last updated: 2026-08-11T02:43:31.692Z

Canonical page: https://altss.com/profile/valley-wealth-managers

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology