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Home > Retirement Planners > california > lodi > VALLEY WEALTH STRATEGIES, LLC
VALLEY WEALTH STRATEGIES, LLC
404 W. Pine Street
Suite 6
Lodi, California 95240
Tel: (209) 366-1264
About VALLEY WEALTH STRATEGIES, LLC
VALLEY WEALTH STRATEGIES, LLC, formally registered with the SEC as VALLEY WEALTH STRATEGIES, LLC. The firm was established in 04/27/2018. They have over 20 offices throughout the country.
VALLEY WEALTH STRATEGIES, LLC is a Lodi, California based Financial Planning firm with nearly $1,205,186,000 assets under management, offering retirement planning & investment advisory services to 8131 clients. The firm is staffed with 30 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 289737 |
| SEC# | 801-113081 |
| Assets Managed by Firm | $1,205,186,000 |
| No. of Clients | 8131 |
| No. of Advisors | 30 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 8131 | $1,205,186,000 |
| Individuals (other than high net worth individuals) | 4527 | $803,361,691 |
| High net worth individuals | 351 | $388,368,444 |
| Pension and profit sharing plans | 10 | $3,302,737 |
| Charitable organizations | 8 | $6,384,498 |
| Corporations or other businesses | 9 | $3,768,630 |
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