VALLEY WEALTH STRATEGIES, LLC

CRD 289737File 801-113081

APPROVED

Retail clients

Custody

Filing as of Jun 1, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.45B

Above cohort median (national)

Discretionary AUM

$448.3M

Non-discretionary $999.4M

Clients

4,055

6,774 accounts

Employees

Above cohort median in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: Apr 27, 2018
Principal office: 404 W. PINE STREET, SUITE 6, LODI, CA, 95240
Phone: (209) 366-1264
Website: HTTP://ZUKFINANCIAL.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.45B
Discretionary AUM: $448.3M
Non-discretionary AUM: $999.4M
Discretionary accounts: 1,090
Non-discretionary accounts: 5,684
Total accounts: 6,774
AUM per client: $357K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	5	$2.5M
Charitable organizations	16	$41.7M
High net worth individuals	277	$495.0M
Pension and profit sharing plans	68	$38.0M
Individuals (other than high net worth individuals)	3,689	$870.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.