VALLEY WEALTH STRATEGIES, LLC
CRD #289737 SEC #801-113081 LODI, CA (209) 366-1264
SEC Registered
Total AUM
$1.2B
Discretionary
$274M
Employees
30
Clients
101
Accounts
8,131
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $1.2B | $274M | $931.2M | 30 | 40 |
| May 2025 | $1.2B | $274M | $931.2M | 30 | 40 |
| Apr 2025 | $1.2B | $274M | $931.2M | 30 | 40 |
| Feb 2025 | $1.2B | $274M | $931.2M | 30 | 40 |
| Jul 2024 | $1B | $175.4M | $846.1M | 30 | 40 |
| May 2024 | $1B | $175.4M | $846.1M | 30 | 40 |
| Mar 2024 | $1B | $175.4M | $846.1M | 30 | 40 |
| Oct 2023 | $1B | $150M | $873M | 31 | 0 |
| Sep 2023 | $1B | $150M | $873M | 31 | 0 |
| Aug 2023 | $1B | $150M | $873M | 31 | 0 |
| Feb 2023 | $1B | $150M | $873M | 31 | 0 |
| Mar 2022 | $1B | $65M | $940M | 27 | 0 |
| Dec 2021 | $848.2M | $58.2M | $790M | 59 | 0 |
| Oct 2021 | $848.2M | $58.2M | $790M | 59 | 0 |
| Mar 2021 | $848.2M | $58.2M | $790M | 59 | 0 |
| Nov 2020 | $718M | $0 | $718M | 33 | 0 |
| Jun 2020 | $718M | $0 | $718M | 33 | 0 |
| May 2020 | $718M | $0 | $718M | 33 | 0 |
| Apr 2020 | $718M | $0 | $718M | 33 | 0 |
| Mar 2020 | $718M | $0 | $718M | 33 | 0 |
| Jul 2019 | $560M | $0 | $560M | 35 | 0 |
| Mar 2019 | $560M | $0 | $560M | 35 | 0 |
| May 2018 | $191.7M | $0 | $191.7M | 33 | 0 |
| May 2018 | $191.7M | $0 | $191.7M | 33 | 0 |
| Mar 2018 | $191.7M | $0 | $191.7M | 33 | 0 |
DateNov 2025
Total AUM$1.2B
Discretionary$274M
Non-Disc.$931.2M
Employees30
Clients40
DateMay 2025
Total AUM$1.2B
Discretionary$274M
Non-Disc.$931.2M
Employees30
Clients40
DateApr 2025
Total AUM$1.2B
Discretionary$274M
Non-Disc.$931.2M
Employees30
Clients40
DateFeb 2025
Total AUM$1.2B
Discretionary$274M
Non-Disc.$931.2M
Employees30
Clients40
DateJul 2024
Total AUM$1B
Discretionary$175.4M
Non-Disc.$846.1M
Employees30
Clients40
DateMay 2024
Total AUM$1B
Discretionary$175.4M
Non-Disc.$846.1M
Employees30
Clients40
DateMar 2024
Total AUM$1B
Discretionary$175.4M
Non-Disc.$846.1M
Employees30
Clients40
DateOct 2023
Total AUM$1B
Discretionary$150M
Non-Disc.$873M
Employees31
Clients0
DateSep 2023
Total AUM$1B
Discretionary$150M
Non-Disc.$873M
Employees31
Clients0
DateAug 2023
Total AUM$1B
Discretionary$150M
Non-Disc.$873M
Employees31
Clients0
DateFeb 2023
Total AUM$1B
Discretionary$150M
Non-Disc.$873M
Employees31
Clients0
DateMar 2022
Total AUM$1B
Discretionary$65M
Non-Disc.$940M
Employees27
Clients0
DateDec 2021
Total AUM$848.2M
Discretionary$58.2M
Non-Disc.$790M
Employees59
Clients0
DateOct 2021
Total AUM$848.2M
Discretionary$58.2M
Non-Disc.$790M
Employees59
Clients0
DateMar 2021
Total AUM$848.2M
Discretionary$58.2M
Non-Disc.$790M
Employees59
Clients0
DateNov 2020
Total AUM$718M
Discretionary$0
Non-Disc.$718M
Employees33
Clients0
DateJun 2020
Total AUM$718M
Discretionary$0
Non-Disc.$718M
Employees33
Clients0
DateMay 2020
Total AUM$718M
Discretionary$0
Non-Disc.$718M
Employees33
Clients0
DateApr 2020
Total AUM$718M
Discretionary$0
Non-Disc.$718M
Employees33
Clients0
DateMar 2020
Total AUM$718M
Discretionary$0
Non-Disc.$718M
Employees33
Clients0
DateJul 2019
Total AUM$560M
Discretionary$0
Non-Disc.$560M
Employees35
Clients0
DateMar 2019
Total AUM$560M
Discretionary$0
Non-Disc.$560M
Employees35
Clients0
DateMay 2018
Total AUM$191.7M
Discretionary$0
Non-Disc.$191.7M
Employees33
Clients0
DateMay 2018
Total AUM$191.7M
Discretionary$0
Non-Disc.$191.7M
Employees33
Clients0
DateMar 2018
Total AUM$191.7M
Discretionary$0
Non-Disc.$191.7M
Employees33
Clients0