VALLEY WEALTH MANAGEMENT LLC
VALLEY WEALTH MANAGEMENT LLC of OSHKOSH, WI is an SEC-registered investment adviser (CRD 327845). Regulatory assets under management: $111.5M.
Registration
- CRD: 327845
- SEC file number: 801-135905
- Type: Registered investment adviser
- 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 | — |
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