$2.7B Total AUM
$2.5B Disc. AUM
7.6% 3Y CAGR
54 Employees
969 ADV. Clients
40 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Northern Trust · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-11-1985
- Office Locations
- 14
Office Locations
1 North Lasalle Street Chicago IL
12 Water Street White Plains NY
1700 Palm Beach Lakes Blvd West Palm Beach FL
About Valley Wealth Managers, Inc.
Valley Wealth Managers, Inc. is a Paramus-based RIA with 14 offices. The firm has been operating for 40 years. Managing $2.7B in total assets under management, with 34 advisory representatives. They custody assets with Charles Schwab & Company and Northern Trust.
Team overview
45 AVG AGE
$79.0M AVG AUM / ADVISOR
$2.8M AVG AUM / CLIENT
3.3 yrs AVG TENURE
54 Employees
34 Advisory Reps
50 RIA Reps
40yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
CRM
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
M
MITCHELL CRANDELL
DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
C
CHRISTOPHER JON GAWLEY
Corporate Secretary, General Counsel
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 7 owners & executives
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T
Thomas Roberto Alonso
Financial Advisor
- CRD
- #4169554
Available
Available
Available
A
ANTHONY MANUEL AMARO
Supervision Analyst, Vice President
- CRD
- #5990552
Available
Available
Available
Showing 2 of 52 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,540,079,311 | $1,299,938 |
| Non-Discretionary | $145,796,047 | $1,337,578 |
| Total | $2,685,875,358 | $1,301,927 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Public Funds:
Available U.S. Government/Agency:
Available Municipal Bonds:
Available Cash:
Available Corporate - Non-Investment Grade:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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