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Valley Wealth Strategies, LLC

CRD 289737  ·  Lodi, CA  ·  $1.4B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD
289737
SEC number
801-113081
Firm type
RIA
Assets under management
$1.4B as of Jun 1, 2026
Website
zukfinancial.com ↗
Phone
(209) 366-1264
Address
404 W. Pine Street, Lodi, CA, 95240

Advisors at this firm

21 in our index · page 1 of 1

1–21 of 21

Source & corrections

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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