Caleb Sasson
Investment adviser representative at Valley Wealth Strategies, LLC
15 yearsExperience
1 stateRegistered in
$1.4BFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Valley Wealth Strategies, LLCJun 2022 to now
- LPL Financial LLCApr 2021 to now
- Zuk Financial GroupApr 2021 to Mar 2022
- Sigma-aldrich, Inc.Apr 2011 to Apr 2021
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
Valley Wealth Strategies, LLC
$1.4BAssets managed
4,055Clients
23Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7362533
- Firm CRD
- 289737