Advisor at Valley Wealth Managers, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Valley Wealth Managers, Inc.
Location
Aventura, FL 33180
Credentials
Series 66
Industry experience
14 years
Anthony Amaro is a financial advisor at Valley Wealth Managers, Inc. with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Leumi Investment Services Inc and Bank Leumi USA. 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 individual investors, including high-net-worth households, offering discretionary portfolio management, financial planning, and multiple wrap fee programs with a client-specific, tactical investment approach.
Based on Valley Wealth Managers, Inc.
Based on Valley Wealth Managers, Inc.
$0 - $500,000: 1.25% annually $500,001 - $3,000,000: 1.00% annually $3,000,001 - $5,000,000: 0.80% annually $5,000,001 - $15,000,000: 0.65% annually $15,000,001 - $25,000,000: 0.60% annually $25,000,001 - $50,000,000: 0.55% annually $50,000,001+: 0.50% annually
Financial planning services at $200 per hour
Account minimum: $100,000 Minimum fee: Minimum Quarterly Fee of $1,250 per quarter Fee-only: Financial planning services charged at $200 per hour
19495 Biscayne Blvd., Suite 500
Aventura, FL 33180
Florida
Valley Wealth Managers, Inc.
2023 - Present (3 years)
Valley National Bank
2022 - Present (4 years)
Valley Financial Management, Inc.
2022 - Present (4 years)
Leumi Investment Services Inc
2011 - 2022 (11 years)
Bank Leumi USA
2010 - 2022 (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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