Coral Gables, FL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Valley Wealth Managers, Inc.
Multi-team
Firm-wide stats for Valley Wealth Managers, Inc.
Clients per advisor
18 Very LowAvg AUM per client
$2,413,817 Very HighHNW client ratio
52% Very HighAbout
Valley Wealth Managers, Inc. (VWM) is an SEC‑registered investment adviser that manages approximately $2.69 billion for a mix of individual (including high‑net‑worth) and institutional clients. The firm provides discretionary investment management, financial planning, and several wrap fee programs as described in its Form ADV.
VWM’s investment process is client‑driven: the firm documents each client’s objectives and allowable equity exposure, then allocates among equities, fixed income and cash with most portfolios holding individual stocks and bonds, while mutual funds and ETFs are used when appropriate. The brochure describes an investment committee that sets strategic and tactical allocations, operates the Valley Strategic Portfolios (VSP) models, and uses third‑party services (including Envestnet) for overlay, tax and reporting support.
The brochure discloses that VWM is a wholly owned subsidiary of Valley National Bank and that client relationships typically involve the affiliated broker‑dealer (Valley Financial Management, Inc.) and a bank account with Valley National Bank, arrangements the firm describes as creating potential conflicts of interest (for example, use of an affiliate’s bond trading desk). The firm also highlights use of ETFs for non‑U.S. exposure and includes extensive international and emerging‑markets risk disclosures, alongside a notable non‑U.S. client presence called out in its filing.
Based on Valley Wealth Managers, Inc.
Expertise
Based on Valley Wealth Managers, Inc.
Location
2121 Ponce De Leon Blvd, Suite 130
Coral Gables FL 33134
Advisors at this office
2
Advisors at this office
Charles M
Series 63, Series 65, Series 66
Coral Gables, FL
Valley Wealth Managers, Inc.
Charles Miller is a financial advisor with Valley Wealth Managers, Inc. He holds Series 63, 65, and 66 licenses and has 26 years of industry experience. Prior to joining Valley Wealth Managers, he worked at Synovus Securities, Inc., Synovus Bank, and Equitable Advisors, LLC. Outside of his advisory work, he serves as an Associate Board Member at Baptist Health South Miami Hospital, where he helps coordinate fundraising events. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion through a multi-advisor team. The firm serves institutional clients and high-net-worth individuals, employing a client-specific investment process that includes tactical asset allocation and proprietary equity valuation to build diversified portfolios.
Micah C
Series 63, Series 65
Coral Gables, FL
Valley Wealth Managers, Inc.
Micah Charyn is a financial advisor at Valley Wealth Managers, Inc. with 14 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Bank of America, Merrill, and BB&T. Charyn serves on the board of Touching Miami with Love, a nonprofit focused on religious education and youth development. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm employs a client-driven investment process combining equities, fixed income, and cash, with portfolios typically holding individual stocks and bonds alongside mutual funds and ETFs when appropriate.
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