VALLEY WEALTH STRATEGIES, LLC
SEC Form ADV profile.
Total regulatory AUM
$1,447,751,335
Discretionary
$448,339,595
Non-discretionary
$999,411,740
Firm details
- CRD number
- 289737
- SEC file number
- 801-113081
- Main office
- LODI, CA, United States
- Employees
- 59
- SEC status
- Approved
- Website
- HTTP://ZUKFINANCIAL.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.