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Building 2VALLEY WEALTH MANAGEMENT

Map pinOSHKOSH, WI
Phone920-966-9520
NotebookSEC #801-135905
Total AUM
$111.5M
Employees
3
Clients
347

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
509 S WASHBURN ST
OSHKOSH
WI 54904
United States
Operating Hours
8:00 AM - 4:00 PM
Monday - Friday
Phone
920-966-9520

ReceiptFinancials

Total AUM
$111.5M
Accounts
513
Discretionary
$111.5M
Accounts
513
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
326
AUM
$73.6M
HNW Individual Clients
19
AUM
$35.8M
Corporation or Business Clients
2
AUM
$2.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
WI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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