Valley National Bank
$1.1B reported client assets across 4 advisory firms in FY2025 annual amendments
Reported client assets over time
$143M
$229M
2024
2025
Same-firm comparison: 2 firms that reported Valley National Bank in both FY2024 and FY2025 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Jv Management Llc | $790M | $5.0B | 15.9% | 03/27/2026 |
| Innovative Private Wealth Management Inc. | $138M | $367M | 37.6% | 04/01/2026 |
| Cnl Strategic Capital Management, Llc | $84.8M | $1.5B | 5.6% | 03/24/2026 |
| Central Family Advisors, Llc | $58.5M | $608M | 9.6% | 03/05/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.