Claim Profile
Unclaimed Profile
VM

Valerie Elizabeth Mc-Manus-Zoerhof

USA WEALTH MANAGEMENT LLC·GRAND RAPIDS, Michigan
SIE, Series 4, Series 7, Series 7TO, Series 10, Series 24, Series 53, Series 66Clean record6 years registeredUSA WEALTH MANAGEMENT LLC
961 FOUR MILE ROAD NW, GRAND RAPIDS, MI 49544-8252CRD# 4443032Firm CRD# 122082

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Valerie Elizabeth Mc-Manus-Zoerhof · GRAND RAPIDS, MI
Registration
CRD #4443032 · USA WEALTH MANAGEMENT LLC · 6 years registered
Brand Profile
Not yet started
01

Career History

02

Registrations & Exams

FINRA examinations passed
SIE
Series 4
Series 7
Series 7TO
Series 10
Series 24
Series 53
Series 66
Registration record
First registered · August 3, 2020
Years registered · 6
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
USA WEALTH MANAGEMENT LLC
CRD 122082 · SEC 801-61898
AUM
$7M
Regulatory assets under management
Employees
2
144 client accounts
Services offered by USA WEALTH MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Market timing services
Other advisory services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

Speak with Valerie

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Valerie is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in GRAND RAPIDS?

Browse all registered financial advisors in GRAND RAPIDS, Michigan or claim this profile if it's yours.

05

Frequently Asked Questions

What services does Valerie Elizabeth Mc-Manus-Zoerhof offer?
Valerie Elizabeth Mc-Manus-Zoerhof specializes in Financial Planning, Investment Management. Contact their office in GRAND RAPIDS, Michigan for a consultation.
What are Valerie Elizabeth Mc-Manus-Zoerhof's credentials?
Valerie Elizabeth Mc-Manus-Zoerhof is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Valerie Elizabeth Mc-Manus-Zoerhof located?
Valerie Elizabeth Mc-Manus-Zoerhof is based in GRAND RAPIDS, Michigan, working with USA WEALTH MANAGEMENT LLC. Their office serves clients in the GRAND RAPIDS metropolitan area and surrounding communities.
How does Valerie Elizabeth Mc-Manus-Zoerhof charge for services?
Valerie Elizabeth Mc-Manus-Zoerhof's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is USA WEALTH MANAGEMENT LLC?
USA WEALTH MANAGEMENT LLC has approximately 2 employees and manages $7M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →