VALLEY WEALTH STRATEGIES, LLC

CRD #289737 SEC #801-113081 LODI, CA (209) 366-1264

SEC Registered

Total AUM

$1.2B

Discretionary

$274M

Employees

Clients

101

Accounts

8,131

Firm Details

Organization Type: Limited Liability Company
State of Formation: California
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Nov 5, 2025
Branch Offices: 19

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
MARTINEZ, OSCAR	I	CHIEF COMPLIANCE OFFICER	NA	Control
MARTINEZ, OSCAR	I	CHIEF COMPLIANCE OFFICER	NA	Control
MARTINEZ, OSCAR	I	CHIEF COMPLIANCE OFFICER	NA	Control
MARTINEZ, OSCAR	I	CHIEF COMPLIANCE OFFICER	NA	Control
MARTINEZ, OSCAR	I	CHIEF COMPLIANCE OFFICER	NA	Control
MARTINEZ, OSCAR	I	CHIEF COMPLIANCE OFFICER	NA	Control
MARTINEZ, OSCAR	I	CHIEF COMPLIANCE OFFICER	NA	Control
MARTINEZ, OSCAR	I	CHIEF COMPLIANCE OFFICER	NA	Control
MARTINEZ, OSCAR	I	CHIEF COMPLIANCE OFFICER	NA	Control
MARTINEZ, OSCAR	I	CHIEF COMPLIANCE OFFICER	NA	Control
MARTINEZ, OSCAR	I	CHIEF COMPLIANCE OFFICER	NA	Control
MARTINEZ, OSCAR	I	CHIEF COMPLIANCE OFFICER	NA	Control
MARTINEZ, OSCAR	I	CHIEF COMPLIANCE OFFICER	NA	Control
MARTINEZ, OSCAR	I	CHIEF COMPLIANCE OFFICER	NA	Control
MARTINEZ, OSCAR	I	CHIEF COMPLIANCE OFFICER	NA	Control
MARTINEZ, OSCAR	I	CHIEF COMPLIANCE OFFICER	NA	Control
MARTINEZ, OSCAR	I	CHIEF COMPLIANCE OFFICER	NA	Control
MARTINEZ, OSCAR	I	CHIEF COMPLIANCE OFFICER	NA	Control
MARTINEZ, OSCAR	I	CHIEF COMPLIANCE OFFICER	NA	Control
MARTINEZ, OSCAR	I	CHIEF COMPLIANCE OFFICER	NA	Control
RAYMOND, DANIEL, ALAN	I	MANAGING MEMBER & PRESIDENT	E	Control
RAYMOND, DANIEL, ALAN	I	MANAGING MEMBER & PRESIDENT	E	Control
RAYMOND, DANIEL, ALAN	I	MANAGING MEMBER & PRESIDENT	E	Control
RAYMOND, DANIEL, ALAN	I	MANAGING MEMBER & PRESIDENT	E	Control
KEY, PAULA, LEANN	I	MANAGIMG MEMBER	D	Control
KEY, PAULA, LEANN	I	MANAGIMG MEMBER	D	Control
KEY, PAULA, LEANN	I	MANAGIMG MEMBER	D	Control
KEY, PAULA, LEANN	I	MANAGING MEMBER	D	Control
KEY, PAULA, LEANN	I	MANAGING MEMBER	D	Control
KEY, PAULA, LEANN	I	MANAGING MEMBER	D	Control
KEY, PAULA, LEANN	I	MANAGING MEMBER	D	Control
KEY, PAULA, LEANN	I	MANAGING MEMBER	D	Control
KEY, PAULA, LEANN	I	MANAGING MEMBER	D	Control
KEY, PAULA, LEANN	I	MANAGING MEMBER	D	Control
KEY, PAULA, LEANN	I	MANAGING MEMBER	D	Control
KEY, PAULA, LEANN	I	MANAGING MEMBER	D	Control
KEY, PAULA, LEANN	I	MANAGING MEMBER	D	Control
KEY, PAULA, LEANN	I	MANAGING MEMBER	D	Control
KEY, PAULA, LEANN	I	MANAGING MEMBER	D	Control
KEY, PAULA, LEANN	I	MANAGING MEMBER	D	Control
KEY, PAULA, LEANN	I	MANAGING MEMBER	D	Control
KEY, PAULA, LEANN	I	MANAGING MEMBER	D	Control
KEY, PAULA, LEANN	I	MANAGING MEMBER	D	Control
KEY, PAULA, LEANN	I	MANAGING MEMBER	D	Control
KEY, PAULA, LEANN	I	MANAGING MEMBER	D	Control
RAYMOND, DANIEL, ALAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
RAYMOND, DANIEL, ALAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
RAYMOND, DANIEL, ALAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
RAYMOND, DANIEL, ALAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
RAYMOND, DANIEL, ALAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
RAYMOND, DANIEL, ALAN	I	MANAGING MEMBER & PRESIDENT	D	Control
RAYMOND, DANIEL, ALAN	I	MANAGING MEMBER & PRESIDENT	D	Control
RAYMOND, DANIEL, ALAN	I	MANAGING MEMBER & PRESIDENT	D	Control
RAYMOND, DANIEL, ALAN	I	MANAGING MEMBER & PRESIDENT	D	Control
RAYMOND, DANIEL, ALAN	I	MANAGING MEMBER & PRESIDENT	D	Control
RAYMOND, DANIEL, ALAN	I	MANAGING MEMBER & PRESIDENT	D	Control
RAYMOND, DANIEL, ALAN	I	MANAGING MEMBER & PRESIDENT	D	Control
RAYMOND, DANIEL, ALAN	I	MANAGING MEMBER & PRESIDENT	D	Control
RAYMOND, DANIEL, ALAN	I	MANAGING MEMBER & PRESIDENT	D	Control
RAYMOND, DANIEL, ALAN	I	MANAGING MEMBER & PRESIDENT	D	Control
RAYMOND, DANIEL, ALAN	I	MANAGING MEMBER & PRESIDENT	D	Control
RAYMOND, DANIEL, ALAN	I	MANAGING MEMBER & PRESIDENT	D	Control
RAYMOND, DANIEL, ALAN	I	MANAGING MEMBER & PRESIDENT	D	Control
RAYMOND, DANIEL, ALAN	I	MANAGING MEMBER & PRESIDENT	D	Control
RAYMOND, DANIEL, ALAN	I	MANAGING MEMBER & PRESIDENT	D	Control
RAYMOND, DANIEL, ALAN	I	MANAGING MEMBER & PRESIDENT	D	Control

Registrations

Federal

Nov 5, 2025 REGISTERED

Notice Filings (20)

AZ CA CO CT FL HI ID IL IN MA MN NM NV NY OR TN TX UT VA WA

Address

404 W. PINE STREET
SUITE 6
LODI, CA 95240
United States

Phone: (209) 366-1264