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VALIANT WEALTH, LLC
CRD 146911 · SEC 801-108491
3408 WOODLAND AVE, SUITE 204, WEST DES MOINES, IA, 50266, United States
Phone
515-223-6068
Fax
515-223-6181
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$423.1M
Discretionary AUM
$423.1M
Team
12 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 93 | $25.1M |
| High net worth individuals | 80 | $248.8M |
| Pooled investment vehicles | 29 | $122.9M |
| Charitable organizations | 5 | $19.5M |
States served
GA, IA, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD