Valley Wealth Strategies, LLC

Valley Wealth Strategies, LLC (CRD# 289737) is a financial advisory firm headquartered in Lodi, CA. They manage $718,000,000 in 5,368 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    718
    MILLION
  • Total Number of Accounts
    5,368
    ACCOUNTS
  • Average Account Value
    $133,756
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, FL, HI, MA, NV, OR, TX, UT, WA

Financial Advisors at Valley Wealth Strategies, LLC
Showing 1 - 10 of 28 top financial advisors.
1
Jack R. Boterenbrood
CRD#: 4489682
593 Emerson Street, Fremont, CA 94539

Jack Boterenbrood (CRD# 4489682) is an Investment Advisor Representative working at Valley Wealth Strategies, LLC in Fremont, CA and has over 17 years of experience in the finance industry.

2
Eugene G. Bowan
CRD#: 1562682
22936 El Toro Road, Lake Forest, CA 92630

Eugene Bowan (CRD# 1562682) is an Investment Advisor Representative working at Valley Wealth Strategies, LLC in Lake Forest, CA and has over 25 years of experience in the finance industry.

3
Philip B. Bullard
CRD#: 5092821
Ventura, CA

Philip Bullard (CRD# 5092821) is an Investment Advisor Representative working at Valley Wealth Strategies, LLC in Ventura, CA and has over 13 years of experience in the finance industry.

4
Diana Burton
CRD#: 2675713
5301 Office Park Drive, Suite 125, Bakersfield, CA 93309

Diana Burton (CRD# 2675713) is an Investment Advisor Representative working at Valley Wealth Strategies, LLC in Bakersfield, CA and has over 24 years of experience in the finance industry.

5
Daniel J. Buster
CRD#: 2966622
199 S. Monte Vista Ave, #5, San Dimas, CA 91773

Daniel Buster (CRD# 2966622) is an Investment Advisor Representative working at Valley Wealth Strategies, LLC in San Dimas, CA and has over 20 years of experience in the finance industry.

6
Ercilia Z. Donnelly
CRD#: 5002748
404 W. Pine Street, Suite 6, Lodi, CA 95240

Ercilia Donnelly (CRD# 5002748) is an Investment Advisor Representative working at Valley Wealth Strategies, LLC in Lodi, CA and has over 6 years of experience in the finance industry.

7
Barbara T. Gruenwald
CRD#: 5314793
700 Franklin Street, Napa, CA 94558

Barbara Gruenwald (CRD# 5314793) is an Investment Advisor Representative working at Valley Wealth Strategies, LLC in Napa, CA and has over 12 years of experience in the finance industry.

8
Eric E. Hughes
CRD#: 4471291
Sunnyvale, CA

Eric Hughes (CRD# 4471291) is an Investment Advisor Representative working at Valley Wealth Strategies, LLC in Sunnyvale, CA and has over 18 years of experience in the finance industry.

9
Paula L. Key
CRD#: 1411946
700 Franklin Street, Napa, CA 94558

Paula Key (CRD# 1411946) is an Investment Advisor Representative working at Valley Wealth Strategies, LLC in Napa, CA and has over 20 years of experience in the finance industry. Paula Key has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Nicole K. Kikugawa
CRD#: 4818744
316 S. Stewart Street, Suite #1, Sonora, CA 95370

Nicole Kikugawa (CRD# 4818744) is an Investment Advisor Representative working at Valley Wealth Strategies, LLC in Sonora, CA and has over 15 years of experience in the finance industry.

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