# VALPEY FINANCIAL SERVICES LLC

VALPEY FINANCIAL SERVICES LLC of CONCORD, NH is an SEC-registered investment adviser.

## Registration

- CRD: 154154
- Type: SEC-registered investment adviser
- SEC file number: 801-118576
- Location: 100 NORTH MAIN STREET SUITE 500, CONCORD, NH, 03301
- Phone: 603-856-7945
- Latest filing: 2026-03-31
- Regulatory AUM: $226.0M
- Discretionary AUM: $211.6M
- Non-discretionary AUM: $14.4M
- Clients: 4
- Accounts: 616

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Ronald Louis Valpey | OWNER, MANAGING MEMBER; OWNER, MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| Victoria Jean Webber | CHIEF COMPLIANCE OFFICER | — |
| WEBBER ELLEN JEAN | CHIEF COMPLIANCE OFFICER | — |
| COME VICTORIA JEAN | CHIEF COMPLIANCE OFFICER | — |
| VALPEY RONALD LOUIS | OWNER; OWNER, MANAGING MEMBER | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| DOVER | NH | 1 | 603-856-7945 |
| DOVER | NH | 1 | 603-856-7945 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/154154/brochure
- Similar advisers: https://search.stillhousedata.com/firm/154154/similar
- Related entities: https://search.stillhousedata.com/firm/154154/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/154154

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.