VALLEY WEALTH STRATEGIES, LLC of LODI, CA is an SEC-registered investment adviser (CRD 289737). Regulatory assets under management: $1.4B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities.
| 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 | — |