3408 Woodland Ave
Suite 204
West Des Moines, Iowa 50266
Tel: 515-223-6068
VALIANT WEALTH, LLC, formally registered with the SEC as VALIANT WEALTH, LLC. The firm was established in 10/18/2016. They have over 3 offices throughout the country.
VALIANT WEALTH, LLC is a West Des Moines, Iowa based Financial Planning firm with nearly $250,112,886 assets under management, offering retirement planning & investment advisory services to 524 clients. The firm is staffed with 11 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 146911 |
SEC# | 801-108491 |
Assets Managed by Firm | $250,112,886 |
No. of Clients | 524 |
No. of Advisors | 11 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 524 | $250,112,886 |
Individuals (other than high net worth individuals) | 92 | $36,123,131 |
High net worth individuals | 51 | $141,255,089 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$279,108,496,692 | 13656 | 1925 | |
$93,670,595,774 | 1522 | 484 | |
$87,349,594,698 | 210 | 289 | |
$82,427,818,654 | 461370 | 3352 | |
$9,416,854,861 | 46075 | 1430 |
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