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Valley Wealth Group Employee Directory

Financial ServicesNorth Carolina, United States11-50 Employees

Valley Wealth Group has about 12 employees across 2 continents, most of them in North America. By country, the largest groups are United States Of America (95%) and United Kingdom Of Great Britain And Northern Ireland (5%). Banking and Business make up over half of the profiles with a known department.

Find Valley Wealth Group employees' phone numbers or email addresses

Valley Wealth Group Global Highlights

Location
Employees

North America
19

Minus sign iconPlus sign icon
  • United States Of America
    19

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

North America accounts for 95% of Valley Wealth Group's workforce, followed by Europe (5%).

Valley Wealth Group's Leadership

  • Partner at Valley Wealth Group
    J. S.
    Partner
    Mobile Phone
  • Owner at Valley Wealth Group
    D. K.
    Owner
    Mobile Phone
  • Wealth Manager at Valley Wealth Group
    C. M.
    Wealth Manager
    Mobile Phone
  • Business Development & Client Communications Manager at Valley Wealth Group
    K. H.
    Business Development & Client Communications Manager
    Mobile Phone
  • Principal at Valley Wealth Group
    A. P.
    Principal
    Mobile Phone
  • Wealth Management Advisor at Valley Wealth Group
    A. S.
    Wealth Management Advisor
    Mobile Phone
  • Financial Consultant at Valley Wealth Group
    G. W.
    Financial Consultant
    Mobile Phone
  • Wealth Advisor at Valley Wealth Group
    J. S.
    Wealth Advisor
    Mobile Phone

Valley Wealth Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Other

Banking is the largest department at 88% of profiles with a known department, followed by Business (13%).

Contact profiles from Valley Wealth Group

Name
Title
Contact
Location
Last Update
  • Partner at Valley Wealth Group
    J. S.
    Partner
    Mobile Phone
    Sep 18, 2026
  • Owner at Valley Wealth Group
    D. K.
    Owner
    Mobile Phone
    Jul 10, 2026
  • Wealth Manager at Valley Wealth Group
    C. M.
    Wealth Manager
    Mobile Phone
    Oct 18, 2024
  • Business Development & Client Communications Manager at Valley Wealth Group
    K. H.
    Business Development & Client Communications Manager
    Mobile Phone
    Aug 10, 2025
  • Principal at Valley Wealth Group
    A. P.
    Principal
    Mobile Phone
    Oct 21, 2024
  • Wealth Management Advisor at Valley Wealth Group
    A. S.
    Wealth Management Advisor
    Mobile Phone
    Sep 09, 2026
  • Financial Consultant at Valley Wealth Group
    G. W.
    Financial Consultant
    Mobile Phone
    Jul 10, 2026
  • Wealth Advisor at Valley Wealth Group
    J. S.
    Wealth Advisor
    Mobile Phone
    Aug 29, 2026

Frequently Asked Questions

What are the largest departments at Valley Wealth Group?

Minus sign iconPlus sign iconBanking is the largest department at 88% of profiles with a known department, followed by Business (13%).

Where are Valley Wealth Group's employees located?

Minus sign iconPlus sign iconValley Wealth Group has about 12 employees across 2 continents, most of them in North America. North America accounts for 95% of Valley Wealth Group's workforce, followed by Europe (5%). By country, the largest groups are United States Of America (95%) and United Kingdom Of Great Britain And Northern Ireland (5%).

How many employees does Valley Wealth Group have currently?

Minus sign iconPlus sign iconValley Wealth Group has approximately 12 employees as of October 2026. These team members are located across 2 continents, including North America and Europe.

Who are Valley Wealth Group's key employees and leadership?

Minus sign iconPlus sign icon

As of October 2026, Valley Wealth Group's key employees include:

  • Partner: J. S.
  • Owner: D. K.
  • Wealth Manager: C. M.
  • Business Development & Client Communications Manager: K. H.
  • Principal: A. P.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

What is Valley Wealth Group's most common email format?

Minus sign iconPlus sign iconValley Wealth Group employees' email format typically follows the pattern of First.Last@valleywealthgroup.com. Trying to find reliable and up-to-date employee contact data? Find more Valley Wealth Group email formats with LeadIQ.

What is Valley Wealth Group known for?

Minus sign iconPlus sign iconValley Wealth Group was founded in 2015 and operates in the Financial Services industry. You can contact Valley Wealth Group's main corporate office by phone at
+1-540-491-****
. Explore Valley Wealth Group's company overview page for more information.

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