# VALLEY WEALTH STRATEGIES, LLC

VALLEY WEALTH STRATEGIES, LLC of LODI, CA is an SEC-registered investment adviser.

## Registration

- CRD: 289737
- Type: SEC-registered investment adviser
- SEC file number: 801-113081
- Location: 404 W. PINE STREET, SUITE 6, LODI, CA, 95240
- Phone: (209) 366-1264
- Latest filing: 2026-06-01
- Regulatory AUM: $1.4B
- Discretionary AUM: $448.3M
- Non-discretionary AUM: $999.4M
- Clients: 59
- Accounts: 6,774

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Oscar Martinez | CHIEF COMPLIANCE OFFICER | Austin, TX |
| Daniel Alan Raymond | MANAGING MEMBER & PRESIDENT | — |
| MARTINEZ OSCAR | CHIEF COMPLIANCE OFFICER | — |
| RAYMOND DANIEL ALAN | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER; MANAGING MEMBER & PRESIDENT | — |
| KEY PAULA LEANN | MANAGIMG MEMBER; MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/289737/brochure
- Similar advisers: https://search.stillhousedata.com/firm/289737/similar
- Related entities: https://search.stillhousedata.com/firm/289737/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/289737

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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.