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- Custodian
- Broadridge · Charles Schwab & Company · LPL Financial · SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-20-2017
- Office Locations
- 17
Office Locations
About Valley Wealth Strategies, LLC
Valley Wealth Strategies provides personalized wealth management and comprehensive financial planning focused on retirement readiness. Advisors build goal- and risk-based portfolios and review plans on a client-selected cadence, serving investors beyond just high-net-worth households. The firm has 19 locations across California and uses an Investor Blueprint Assessment to align planning and investment strategy from the start.
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Client Personas
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Owner & Executives
DANIEL ALAN RAYMOND
Managing Member, President
- CRD
- #4618228
- Ownership
- 75% or more
OSCAR MARTINEZ
Chief Compliance Officer
- CRD
- #3166236
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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EUGENE GEORGE BOWAN
Financial Advisor, General Partner
- CRD
- #1562682
DAVID ALLEN BROUNLEY
ChFC®
- CRD
- #1190936
Showing 2 of 23 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $448,339,595 | $411,321 |
| Non-Discretionary | $999,411,740 | $175,829 |
| Total | $1,447,751,335 | $213,722 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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