VALLEY WEALTH STRATEGIES, LLC

LODI, California·3 registered advisors·CRD# 289737
SEC# 801-11308122(209) 366-1264
01

Firm Overview

AUM
$1.0B
Regulatory assets under management
Employees
30
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at VALLEY WEALTH STRATEGIES, LLC

3 registered advisors
Daniel Alan Raymond
LODI, California
Oscar Martinez
LODI, California
Paula Leann Key
LODI, California
05

Office Locations

LODI, California
3 advisors

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Data sourced from SEC Form ADV filings. VALLEY WEALTH STRATEGIES, LLC (CRD# 289737) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.