Valley Wealth Management

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

7461 N 1st St Ste 104, Fresno, Californi...

Phone Number

(559) 438-1163

Revenue

$5.5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Valley Wealth Management

Valley Wealth Management, Inc. is dedicated to assisting Central Valley residents in accumulating and protecting their wealth, establishing trust-based relationships with clients. The firm acts as a Financial Quarterback, collaborating with other financial professionals to simplify clients' financial matters. Founded in 2009 by Eric Van Valkenburg and Warren Lowe, the company boasts over 40 years of combined financial service experience. Their services are tailored for individuals seeking comprehensive financial management and support.Explore more
Valley Wealth Management's Social MediaPopular SearchesValley Wealth ManagementValley Wealth IncValley Wealth Management IncValley Wealth Management LLCWealth Incorporated ValleySIC Code 62,628NAICS Code 52,523Show more

Valley Wealth Management Org Chart

PhoneEmail
EV
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Founding Partner

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WL
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Founding Partner

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Client Services Assistant

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Compare Similar Companies to Valley Wealth Management

Compare insights from companies similar to Valley Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Valley Wealth Management

$5.5M
1-10
Private
-
2009
EV
Eric Van ValkenburgFounding Partner
<$5M
1-10
Private
-
2010
LO
Laura OdegaardDirector, Client Services
<$5M
1-10
Private
-
2014
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
<$5M
1-10
Private
-
2013
LL
Lexi LarkinAdministrative Assistant
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Valley Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Valley Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Valley Wealth Management.

Valley Wealth Management Tech Stack

A closer look at the technologies used by Valley Wealth Management

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Frequently Asked Questions Regarding Valley Wealth Management

What is Valley Wealth Management's official website?
Valley Wealth Management's official website is www.valleywm.com
What is Valley Wealth Management's Revenue?
Valley Wealth Management's revenue is $5.5 Million
What is Valley Wealth Management's SIC code?
Valley Wealth Management's SIC: 62,628
What is Valley Wealth Management's NAICS code?
Valley Wealth Management's NAICS: 52,523
How many employees does Valley Wealth Management have?
Valley Wealth Management has 1-10 employees
What industry does Valley Wealth Management belong to?
Valley Wealth Management is in the industry of: Finance, Securities Trading
What is Valley Wealth Management competition?
Valley Wealth Management top competitors include: Ratcliff Financial Services, JEM Wealth Management, MassMutual, Monarch Wealth Management
What technology does Valley Wealth Management use?
Some of the popular technologies that Valley Wealth Management uses are: Cloudflare Website Optimization, Proofpoint, Google Tag Manager, Font Awesome
How do I contact Valley Wealth Management?
Valley Wealth Management contact info: Phone number: (559) 438-1163 Website: www.valleywm.com
What does Valley Wealth Management do?

Valley Wealth Management, Inc. is dedicated to assisting Central Valley residents in accumulating and protecting their wealth, establishing trust-based relationships with clients. The firm acts as a Financial Quarterback, collaborating with other financial professionals to simplify clients' financial matters. Founded in 2009 by Eric Van Valkenburg... and Warren Lowe, the company boasts over 40 years of combined financial service experience. Their services are tailored for individuals seeking comprehensive financial management and support.Read More

What are Valley Wealth Management social media links?
Valley Wealth Management Linkedin page Valley Wealth Management Twitter page Valley Wealth Management Facebook page
Is Valley Wealth Management a public company?
Valley Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Valley Wealth Management

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