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VALIANT WEALTH, LLC
CRD 146911File 801-108491
APPROVED
Retail clients
Custody
Filing as of Mar 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$423.1M
Below cohort median (national)
Discretionary AUM
$423.1M
Clients
207
623 accounts
Employees
12
Above cohort median in IA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Oct 18, 2016
- Principal office
- 3408 WOODLAND AVE, SUITE 204, WEST DES MOINES, IA, 50266
- Phone
- 515-223-6068
- Website
- https://valiantwealth.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $423.1M
- Discretionary AUM
- $423.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 623
- Non-discretionary accounts
- 0
- Total accounts
- 623
- AUM per client
- $2.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 5 | $19.5M |
| High net worth individuals | 80 | $248.8M |
| Pooled investment vehicles | 29 | $122.9M |
| Pension and profit sharing plans | Fewer than 5 | $6.8M |
| Individuals (other than high net worth individuals) | 93 | $25.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 16 | 12 | decreased by4 |
| Apr 1, 2026 | Clients | 187 | 207 | increased by20 |
| Apr 1, 2026 | AUM | $382,118,932 | $423,078,536 | increased by$40,959,604 |
| Apr 1, 2026 | Accounts | 666 | 623 | decreased by43 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 13 | 16 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 154 | 187 | increased by33 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $237,981,348 | $382,118,932 | increased by$144,137,584 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 517 | 666 | increased by149 |
| Apr 1, 2022 | Employees | 10 | 13 | increased by3 |
| Apr 1, 2022 | Clients | 136 | 154 | increased by18 |
| Apr 1, 2022 | AUM | $188,634,778 | $237,981,348 | increased by$49,346,570 |
| Apr 1, 2022 | Accounts | 438 | 517 | increased by79 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “VALIANT WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“VALIANT WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.