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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Valley Wealth Strategies LLC
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| CRD # | 289737 |
| SEC # | 801-113081 |
| CIK # | |
| AUM | $1.2 B (2025-05-20) |
| Employees | 30 (87% Investors, 83% Brokers) |
| Phone | 209-366-1264 |
| Address | 404 W Pine Street Lodi, CA 95240 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4,527 | 803.4 |
| (b) Individuals (high net worth individuals) | 351 | 388.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 3.3 |
| (h) Charitable organizations | 8 | 6.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 3.8 |
| (n) Other | 0 | 0.0 |
| Total | 8,131 | 1,205.2 |
| By Discretionary | ||
| Discretionary | 849 | 274.0 |
| Non-Discretionary | 7,282 | 931.2 |
| Total | 8,131 | 1,205.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,205.2 | |
| Total | 8,131 | 1,205.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Financial Symmetry Incorporated
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|
NC | 1.2 |
|
JGP Wealth Management LLC
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|
OR | 1.2 |
|
Seven Springs Wealth Group LLC
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|
TN | 1.2 |
|
Verity and Verity LLC
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|
SC | 1.2 |
|
SBK Financial Inc
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|
VA | 1.2 |
|
Tribridge Partners Financial LLC
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|
MD | 1.2 |
|
Fusion Family Wealth LLC
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|
NY | 1.2 |
|
Forge Financial Services LLC
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|
OK | 1.2 |
|
Sanderson Wealth Management LLC
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|
NY | 1.2 |
|
Beirne Wealth Consulting Services LLC
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|
CT | 1.2 |