Wealth Manager
    SEC Registered
    Manages Private Funds

    Valiant Wealth, LLC

    Registered investment advisor · West Des Moines, Iowa · CRD #146911

    Assets Under Management
    $423M
    Client Accounts
    623
    Employees
    12
    CRD Number
    146911
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Valiant Wealth, LLC

    Valiant Wealth, LLC is a financial planning firm offering portfolio management, financial planning, and investment advisory services. It operates in West Des Moines, IA, Franklin, TN, and Jupiter, FL. The firm manages client portfolios based on individual goals and objectives.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Valiant Wealth, LLC

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    Frequently Asked Questions

    What is Valiant Wealth, LLC's AUM?

    Valiant Wealth, LLC reports approximately $423M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Valiant Wealth, LLC headquartered?

    Valiant Wealth, LLC is headquartered in West Des Moines, Iowa.

    What is Valiant Wealth, LLC's CRD number?

    Valiant Wealth, LLC's CRD number is 146911. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Valiant Wealth, LLC manage?

    Valiant Wealth, LLC manages approximately 623 client accounts according to its latest SEC filing.

    Is Valiant Wealth, LLC SEC registered?

    Yes, Valiant Wealth, LLC is registered with the SEC as an investment adviser with an approved registration status.

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