VALLEY WEALTH, INC.

VALLEY WEALTH, INC. of MODESTO, CA is an SEC-registered investment adviser (CRD 146324). Regulatory assets under management: $313.1M.

Registration

• CRD: 146324
• SEC file number: 801-68866
• Type: Registered investment adviser
• Location: 1101 SYLVAN AVE., NO. C-203, MODESTO, CA, 95350
• Phone: 209-579-5900
• Latest filing: 2014-03-14
• Regulatory AUM: $313.1M
• Discretionary AUM: $300.1M
• Non-discretionary AUM: $13.0M
• Clients: 7
• Accounts: 2,759

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 146324 on SEC IAPD (source of record)
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