# VALLEY WEALTH MANAGEMENT LLC

VALLEY WEALTH MANAGEMENT LLC of OSHKOSH, WI is an SEC-registered investment adviser.

## Registration

- CRD: 327845
- Type: SEC-registered investment adviser
- SEC file number: 801-135905
- Location: 509 S WASHBURN ST, OSHKOSH, WI, 54904
- Phone: 920-966-9520
- Latest filing: 2026-04-30
- Regulatory AUM: $111.5M
- Discretionary AUM: $111.5M
- Clients: 3
- Accounts: 513

## Business model

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

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| Lawrence Michael Mroczkowski | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/327845/brochure
- Similar advisers: https://search.stillhousedata.com/firm/327845/similar
- Related entities: https://search.stillhousedata.com/firm/327845/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/327845

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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.