Valley Wealth Managers, Inc.
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 108879
· SEC file 801-25461
· Paramus, NJ
· www.valley.com
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ADV data as of Mar 31, 2026
- Regulatory AUM
- $2.7B
- Discretionary
- $2.5B
- Clients
- 969
- Avg AUM / client
- $2.8M
- Accounts
- 2,063
- Employees
- 54
AUM over time
$608M
$2.7B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 413 | $205M | 7.63% |
| High net worth individuals | 441 | $1.9B | 69.1% |
| Pension and profit sharing plans | 18 | $332M | 12.4% |
| Charitable organizations | 21 | $86.6M | 3.23% |
| Corporations and other businesses | 76 | $206M | 7.66% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Teamhealth 401(k) Plan Ameriteam Services, Llc | 2024 |
People (55)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Obrien, Michael, Joseph | Chief Compliance Officer | Jul 2014 (12y) | Less than 5% | |
| Crandell, Mitchell | Director | Apr 2023 (3y) | Less than 5% | |
| Gilbert, Collyn, Bement | Director | Apr 2023 (3y) | Less than 5% | |
| Brian Mark Stigliano | Chief Strategy & Growth Officer | CFP | Jul 2023 (3y) | Less than 5% |
| Gawley, Christopher Jon | General Counsel, Corporate Secretary | Jul 2023 (3y) | Less than 5% | |
| Michael Zaremsky | President, Chairman Of The Board | Jul 2023 (3y) | Less than 5% | |
| Mayo, Jamie | Chief Financial Officer | Jul 2023 (3y) | Less than 5% | |
| Steven Ali Tussi | Chief Investment Officer | Jul 2023 (3y) | Less than 5% | |
| Vanovitch, Joel | Chief Operations Officer | Jul 2023 (3y) | Less than 5% | |
| Matthew Louis Grosser | Registered representative | Feb 2016 (10y) | ||
| John Joseph D'arco | Registered representative | CFA | Jul 2022 (4y) | |
| Alexander Notaro | Registered representative | May 2023 (3y) | ||
| Camille Robin Madison | Registered representative | Jul 2023 (3y) | ||
| John Alexander Gianni | Registered representative | Jul 2023 (3y) | ||
| Marc Hadley Pershan | Registered representative | Jul 2023 (3y) | ||
| Ayelet Osnat Kindler | Registered representative | CFP | Jul 2023 (3y) | |
| Christopher Michael Wilson | Registered representative | Jul 2023 (3y) | ||
| Chagit Raskin | Registered representative | Jul 2023 (3y) | ||
| Jamie Lynn Casey | Registered representative | Jul 2023 (3y) | ||
| Kevin Madrigal | Registered representative | CFP Chartered Financial Consultant | Jul 2023 (3y) | |
| Leonid Medved | Registered representative | Jul 2023 (3y) | ||
| Nicholas Maguire | Registered representative | Jul 2023 (3y) | ||
| Shira S. Ketayi | Registered representative | Jul 2023 (3y) | ||
| Shannon Littlejohn | Registered representative | Aug 2023 (3y) | ||
| Berta Epelbaum | Registered representative | Aug 2023 (3y) | ||
| Anthony Manuel Amaro | Registered representative | Aug 2023 (3y) | ||
| Brenda Carey | Registered representative | Aug 2023 (3y) | ||
| Javier Marcos Levy | Registered representative | Aug 2023 (3y) | ||
| Marlon Cruz | Registered representative | Aug 2023 (3y) | ||
| Matthew Edward Pohl | Registered representative | Aug 2023 (3y) | ||
| Oscar Omar Moraga | Registered representative | Aug 2023 (3y) | ||
| Alejandro Feldman | Registered representative | Aug 2023 (3y) | ||
| Micah Jarett Charyn | Registered representative | Aug 2023 (3y) | ||
| Jason Robert Calderwood | Registered representative | Aug 2023 (3y) | ||
| Andre Roitman | Registered representative | Aug 2023 (3y) | ||
| Varda Tal | Registered representative | Aug 2023 (3y) | ||
| Brian Asman | Registered representative | Aug 2023 (3y) | ||
| Jaime Dashevschi | Registered representative | Aug 2023 (3y) | ||
| Kathleen Mary Buske | Registered representative | CFP | Aug 2023 (3y) | |
| Leanne Marie Polizzano | Registered representative | CFP | Aug 2023 (3y) | |
| Thomas Roberto Alonso | Registered representative | CFA | Aug 2023 (3y) | |
| Eliyahu Yosef Engelman | Registered representative | Sep 2023 (3y) | ||
| Martin L Gale | Registered representative | CFP Chartered Financial Consultant | Sep 2023 (3y) | |
| Daniel Howard Bernzweig | Registered representative | CFA | Apr 2024 (2y) | |
| Steve Erikson | Registered representative | CFP | Jun 2024 (2y) | |
| David M Marks | Registered representative | Sep 2024 (2y) | ||
| Amanda Spiteri | Registered representative | Oct 2024 (2y) | ||
| Yi Ji | Registered representative | CFA | Dec 2024 (2y) | |
| Charles K Miller | Registered representative | Mar 2025 (1y) | ||
| Leticia Edith Cruz | Registered representative | Apr 2025 (1y) | ||
| Mark D Bubien | Registered representative | Aug 2025 (1y) | ||
| Brianna Rose Vanacore | Registered representative | Aug 2025 (1y) | ||
| Brian Joshua Ycaza | Registered representative | Jan 2026 (1y) | ||
| Dmitry Chumakov | Registered representative | May 2026 (0y) | ||
| Carlos Miguel Batista Gutierrez | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Valley National Bank | Sole Shareholder | Jul 2000 | A | 75% or more |
| Valley National Bancorp | Shareholder | Jul 2000 | B | ≈ 56.25% – 100% via Valley National Bank |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Valley National Bancorp: 75% – 100% of Valley National Bank × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Teamhealth 401(k) Plan | Ameriteam Services, Llc | 18,577 | $1.8B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.16 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $1.6B (58% of AUM) Mar 2026
- Pershing $578M (22% of AUM) Mar 2026
- Fidelity Brokerage Services $295M (16% of AUM) Aug 2021
- Northern Trust $269M (10% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗