V
$111.5M Total AUM
$111.5M Disc. AUM
-- 3Y CAGR
3 Employees
347 ADV. Clients
2 yrs Firm Age
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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-05-2023
- Office Locations
- 1
Office Locations
509 S Washburn ST Oshkosh WI
About Valley Wealth Management
Valley Wealth Management is a Oshkosh-based RIA. The firm has been operating for 2 years. Managing $111.5M in total assets under management, with 1 advisory representatives. They custody assets with LPL Financial.
Team overview
-- AVG AGE
$111.5M AVG AUM / ADVISOR
$321.4K AVG AUM / CLIENT
2.8 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
LAWRENCE MICHAEL MROCZKOWSKI
Chief Compliance Officer, Managing Member
- CRD
- #5136091
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $111,533,034 | $217,413 |
| Non-Discretionary | $0 | -- |
| Total | $111,533,034 | $217,413 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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