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).

Current Firm Details
404 W. Pine Street, Suite 6, Lodi, CA 95240
http://www.valleywealthstrategies.com
By the Numbers
  • Total Assets Under Management
    1,022
    MILLION
  • Total Number of Accounts
    4,110
    ACCOUNTS
  • Average Account Value
    $248,540
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, FL, HI, ID, IL, IN, MA, NM, NV, NY, OR, TN, TX, UT, VA, WA

Financial Advisors at Valley Wealth Strategies, LLC
Showing 21 - 25 of 25 top financial advisors.
21
Cherie Wang, financial advisor Placentia CA
Cherie C. Wang
CRD#: 6471133
151 N. Kraemer Blvd, #230, Placentia, CA 92870

Cherie Wang (CRD# 6471133) is an Investment Advisor Representative working at Valley Wealth Strategies, LLC in Placentia, CA and has over 8 years of experience in the finance industry.

22
Broc Wavra, financial advisor Brawley CA
Broc Wavra
CRD#: 4785221
560 N 8th St, Suite D, Brawley, CA 92227

Broc Wavra (CRD# 4785221) is an Investment Advisor Representative working at Valley Wealth Strategies, LLC in Brawley, CA and has over 18 years of experience in the finance industry.

23
Pamela Zedick, financial advisor Dana Point CA
Pamela J. Zedick
CRD#: 4554821
24681 La Plaza Drive, Suite 280, Dana Point, CA 92629

Pamela Zedick (CRD# 4554821) is an Investment Advisor Representative working at Valley Wealth Strategies, LLC in Dana Point, CA and has over 21 years of experience in the finance industry.

24
Michael Mueller, financial advisor Elma WA
Michael J. Mueller
CRD#: 4663329
112 West Young Street, Elma, WA 98541

Michael Mueller (CRD# 4663329) is an Investment Advisor Representative working at Valley Wealth Strategies, LLC in Elma, WA and has over 20 years of experience in the finance industry.

25
Caleb Sasson, financial advisor Menlo Park CA
Caleb Sasson
CRD#: 7362533
535 Middlefield Road, Suite 140, Menlo Park, CA 94025

Caleb Sasson (CRD# 7362533) is an Investment Advisor Representative working at Valley Wealth Strategies, LLC in Menlo Park, CA and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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