Valley Wealth Inc.

Valley Wealth Inc.

Share:

1101 Sylvan Ave. No. C-203

Modesto, CA 95350

(209) 579-2773

valleywealth.com

No. advisers: 9

AUM: $280,000,000

In the News

Fleming's Rockefeller Capital may buy into Silicon Valley wealth firm

September 7, 2018 - Rockefeller Capital Management is in talks to buy at least part of a Silicon Valley-based wealth adviser from Bank of Montreal as it targets one of the fastest growing sources of affluence in the U.S. The investment firm led by former Morgan Stanley executive...

United Capital acquires $320 million AUM adviser

October 23, 2014 - After embarking on a more aggressive, national growth strategy in August, United Capital has acquired a registered investment adviser with $320 million in client assets. The firm said Thursday it picked up Valley Wealth Inc., a Modesto, Calif.-based RIA...

    Notes
  • N/A = Not available
  • N/D = Not disclosed
  • — = Information not available or not disclosed

For comments or suggestions about the Adviser Center, please contact us.

Featured video

Events

Financial advisers highlight solutions to increase diversity and inclusion

These Excellence in Diversity & Inclusion award winners suggest short-term changes to help foster D&I in the financial advice profession.

Latest news & opinion

Ex-Wells Fargo brokers sue for damages, claiming they lost business in wake of scandals

In a Finra arbitration complaint, two brokers allege that Wells Fargo's problems damaged their business.

Invesco to buy OppenheimerFunds

Deal brings Invesco another $246 billion in assets, as well as high-fee actively managed funds.

Dawn Bennett found guilty of $20 million Ponzi scheme

Jury took less than five hours to convict the former financial adviser and radio host.

10 advisory firm employee benefits you won't believe

Some advisory firms stand out for their creative efforts to keep their troops happy and engaged. Spa retreat, anyone?

401(k) record keepers seek new revenue streams to 'save themselves'

Service providers are getting pinched by fee compression.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.