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Building 2VALLEY WEALTH STRATEGIES, LLC

Map pinLODI, CA
Phone(209) 366-1264
NotebookSEC #801-113081
Total AUM
$1.4B
Employees
59
Clients
4,055

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
404 W. PINE STREET
SUITE 6
LODI
CA 95240
United States
Operating Hours
7:00 AM - 5:00 PM
Monday - Friday
Phone
(209) 366-1264
Other Offices
21

ReceiptFinancials

Total AUM
$1.4B
Accounts
6,774
Discretionary
$448.3M
Accounts
1,090
Non-Discretionary
$999.4M
Accounts
5,684

ContactClients

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Individual Clients
3,689
AUM
$870.6M
HNW Individual Clients
277
AUM
$495M
Pension/Profit Sharing Plan Clients
68
AUM
$38M
Charitable Organization Clients
16
AUM
$41.7M
Corporation or Business Clients
5
AUM
$2.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTFLGAHIIDILINMAMNNCNMNVNYORTNTXUTVAWA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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