# VALLEY WEALTH, INC.

VALLEY WEALTH, INC. of MODESTO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 146324
- Type: SEC-registered investment adviser
- SEC file number: 801-68866
- 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)

| Name | Role | Location |
| --- | --- | --- |
| BURROW JEFFREY SCOTT | PRESIDENT, SECRETARY & CHIEF COMPLIANCE OFFICER | — |
| GORDO JASON MICHAEL | CEO & TREASURER | — |
| BURROW NICOLE RENEE | PRESIDENT & CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/146324/brochure
- Similar advisers: https://search.stillhousedata.com/firm/146324/similar
- Related entities: https://search.stillhousedata.com/firm/146324/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/146324

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.