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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Valley Wealth Managers have?","answer":"Valley Wealth Managers has 50 investment adviser representatives registered with state securities authorities, out of 54 employees, and 34 perform investment advisory functions. 41 employees are registered representatives of a broker-dealer and 24 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Valley Wealth Managers invest in?","answer":"At the end of its last fiscal year, Valley Wealth Managers’ separately managed accounts held 49% exchange-traded equities, 17% investment grade corporate bonds, 17% registered funds (mutual funds, ETFs, BDCs), 7% U.S. government and agency bonds, 5% state and local bonds, 2% high-yield corporate bonds, 2% cash and equivalents and 1% other. 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