Valley Wealth Strategies, LLC

Valley Wealth Strategies, LLC (CRD# 289737) is a financial advisory firm headquartered in Lodi, CA. They manage $1,021,500,000 in 4,110 accounts and serve the financial needs of clients across 19 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,022
    MILLION
  • Total Number of Accounts
    4,110
    ACCOUNTS
  • Average Account Value
    $248,540
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Valley Wealth Strategies, LLC
Showing 1 - 10 of 25 top financial advisors.
1
Eugene G. Bowan
CRD#: 1562682
22936 El Toro Road, Lake Forest, CA 92630

Eugene Bowan (CRD# 1562682) is an Investment Advisor Representative working at Valley Wealth Strategies, LLC in Lake Forest, CA and has over 29 years of experience in the finance industry.

2
Philip B. Bullard
CRD#: 5092821
Ventura, CA

Philip Bullard (CRD# 5092821) is an Investment Advisor Representative working at Valley Wealth Strategies, LLC in Ventura, CA and has over 17 years of experience in the finance industry.

3
Daniel J. Buster
CRD#: 2966622
22956 El Toro Road, Lake Forest, CA 92630

Daniel Buster (CRD# 2966622) is an Investment Advisor Representative working at Valley Wealth Strategies, LLC in Lake Forest, CA and has over 24 years of experience in the finance industry.

4
Barbara T. Gruenwald
CRD#: 5314793
700 Franklin Street, Napa, CA 94558

Barbara Gruenwald (CRD# 5314793) is an Investment Advisor Representative working at Valley Wealth Strategies, LLC in Napa, CA and has over 16 years of experience in the finance industry.

5
Robert F. Hornaday
CRD#: 1066024
Briarcliff, TX

Robert Hornaday (CRD# 1066024) is an Investment Advisor Representative working at Valley Wealth Strategies, LLC in Briarcliff, TX and has over 27 years of experience in the finance industry.

6
Eric E. Hughes
CRD#: 4471291
Sunnyvale, CA

Eric Hughes (CRD# 4471291) is an Investment Advisor Representative working at Valley Wealth Strategies, LLC in Sunnyvale, CA and has over 22 years of experience in the finance industry.

7
Paula L. Key
CRD#: 1411946
700 Franklin Street, Napa, CA 94558

Paula Key (CRD# 1411946) is an Investment Advisor Representative working at Valley Wealth Strategies, LLC in Napa, CA and has over 24 years of experience in the finance industry.

8
Nicole K. Kikugawa
CRD#: 4818744
316 S. Stewart Street, Suite #1, Sonora, CA 95370

Nicole Kikugawa (CRD# 4818744) is an Investment Advisor Representative working at Valley Wealth Strategies, LLC in Sonora, CA and has over 19 years of experience in the finance industry.

9
Kelly A. Kruzick
CRD#: 1787489
1247 7th Street, #301, Santa Monica, CA 90401

Kelly Kruzick (CRD# 1787489) is an Investment Advisor Representative working at Valley Wealth Strategies, LLC in Santa Monica, CA and has over 25 years of experience in the finance industry.

10
Narine K. Mardanyan
CRD#: 5394252
22936 El Toro Road, Lake Forest, CA 92630

Narine Mardanyan (CRD# 5394252) is an Investment Advisor Representative working at Valley Wealth Strategies, LLC in Lake Forest, CA and has over 16 years of experience in the finance industry.

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