Valley Wealth Strategies, LLC
Valley Wealth Strategies, LLC (CRD# 289737) is a financial advisory firm headquartered in Lodi, CA. They manage $1,021,500,000 in 4,110 accounts and serve the financial needs of clients across 19 states (or territories).
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Total Assets Under Management1,022MILLION
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Total Number of Accounts4,110ACCOUNTS
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Average Account Value$248,540
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, HI, ID, IL, IN, MA, NM, NV, NY, OR, TN, TX, UT, VA, WA
Oscar Martinez (CRD# 3166236) is an Investment Advisor Representative working at Valley Wealth Strategies, LLC in Lake Forest, CA and has over 5 years of experience in the finance industry.
Donald Mullin (CRD# 3133548) is an Investment Advisor Representative working at Valley Wealth Strategies, LLC in San Luis Obispo, CA and has over 22 years of experience in the finance industry.
Estevan Munoz (CRD# 4243853) is an Investment Advisor Representative working at Valley Wealth Strategies, LLC in Santa Ana, CA and has over 23 years of experience in the finance industry.
Jayne Marie P. Sullivan (CRD# 2539896) is an Investment Advisor Representative working at Valley Wealth Strategies, LLC in Lake Forest, CA and has over 29 years of experience in the finance industry.
David Phillips (CRD# 2255649) is an Investment Advisor Representative working at Valley Wealth Strategies, LLC in Walnut Creek, CA and has over 31 years of experience in the finance industry.
Daniel Raymond (CRD# 4618228) is an Investment Advisor Representative working at Valley Wealth Strategies, LLC in Lodi, CA and has over 20 years of experience in the finance industry.
David Sasson (CRD# 5174153) is an Investment Advisor Representative working at Valley Wealth Strategies, LLC in Menlo Park, CA and has over 17 years of experience in the finance industry.
Oscar Sasson (CRD# 2083378) is an Investment Advisor Representative working at Valley Wealth Strategies, LLC in Menlo Park, CA and has over 33 years of experience in the finance industry.
Joshua Schefers (CRD# 5234784) is an Investment Advisor Representative working at Valley Wealth Strategies, LLC in Walnut Creek, CA and has over 16 years of experience in the finance industry.
George Tarwater (CRD# 2894234) is an Investment Advisor Representative working at Valley Wealth Strategies, LLC in Yuba City, CA and has over 25 years of experience in the finance industry.