Advisor at Valley Wealth Strategies, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Valley Wealth Strategies, LLC
Location
Lodi, CA 95240
Credentials
Series 63, Series 66
Industry experience
< 1 year
Grant De Andreis is an advisor with Valley Wealth Strategies, LLC, holding Series 63 and Series 66 licenses. He has held positions at LPL Financial, Merrill Lynch, Citizens Business Bank, and Bank of Stockton. Grant previously worked at the University of California Los Angeles and Twin Arbors Tennis Club. Valley Wealth Strategies advises individuals, families, trusts, estates, small businesses, charitable organizations, and retirement plans, providing customized investment management, financial planning, and retirement-plan advisory services. The firm employs a primarily long-term investment approach that incorporates fundamental, technical, and cyclical analysis and manages approximately $1.2 billion in assets under management.
Based on Valley Wealth Strategies, LLC
Based on Valley Wealth Strategies, LLC
Fixed fee engagements negotiated based on expected hours; specific amounts not stated
$0 - $500,000: 1.25% $500,000 - $1,500,000: 1.00% $1,500,000 - Negotiable: Negotiable
Up to $500 per hour
404 W. Pine Street, Suite 6
Lodi, CA 95240
California
LPL Financial
2025 - Present (1 year)
Valley Wealth Strategies, LLC
2025 - Present (1 year)
Merrill
2025 - 2025 (1 year)
Citizens Business Bank
2023 - 2025 (2 years)
Bank of Stockton
2021 - 2023 (2 years)
Unemployed
2020 - 2021 (1 year)
University of California Los Angeles
2018 - 2020 (2 years)
Twin Arbors Tennis Club
2015 - 2018 (3 years)
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