Valley Wealth Managers, Inc.
Valley Wealth Managers, Inc. (VWM) is a registered investment adviser offering investment management strategies, financial planning services, and wrap fee advisory programs. Established in 2023, VWM specializes in discretionary and non-discretionary programs, including Valley Strategic Portfolios (VSP), Separately Managed Accounts (SMA), Unified Managed Accounts (UMA), Valley Client Advisor (VCA), and Valley Excess Liquidity Advisor (VELA). Clients can choose from various portfolio managers, mutual funds, and individual securities based on their investment goals. VWM operates under a wrap fee arrangement, charging a single fee based on the market value of assets in the client's account. The firm's fee structure is negotiable, with a maximum Total Client Fee of 2.50%. VWM's investment committee oversees portfolio management decisions, and clients have the option to impose reasonable investment restrictions. The firm maintains a Code of Ethics, ensuring transparency and ethical conduct in personal securities transactions. VWM does not have any disciplinary events in the past ten years.
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