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Valley Wealth, Inc. (Modesto)


Valley Wealth, Inc. is a large advisory firm based in Modesto. It manages $313.08 million of regulatory assets for 2,759 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of California.




Valley Wealth provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and publication of newsletters. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Valley Wealth: assets under management

The assets under management (AUM) of Valley Wealth, Inc. is $313.08 million. The firm's AUM has grown by 338% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $300.11 million in discretionary accounts and $12.97 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $128.14 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $31.1 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Valley Wealth, Inc. for their services and products based on a percentage of assets under management, hourly charges, subscription fees, fixed fees, and performance-based fees. Subscribers pay a regular fee for the advisory firm’s newsletter or periodical. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Modesto

The principal office where Valley Wealth, Inc. performs its advisory services is located at 300 Banner Court, Suite 1, Modesto, CA 95350, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 209-579-5900 or by fax (209) 579-2773. The normal business hours are 8:00am-4:00pm on Monday - Friday.


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