Tech stack
No one at Valley Wealth Strategies, LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Schwab
Per Form ADV · $545M held · filed Jul 2024
LPL Financial
Per Form ADV · $154M held · filed Jul 2024
M
Matrix Trust
Per Form ADV · $132M held · filed Jul 2024
SEI
Per Form ADV · $123M held · filed Jul 2024