VALIANT WEALTH, LLC

3408 Woodland Ave
Suite 204
West Des Moines, Iowa 50266
Tel: 515-223-6068

About VALIANT WEALTH, LLC

VALIANT WEALTH, LLC, formally registered with the SEC as VALIANT WEALTH, LLC. The firm was established in 10/18/2016. They have over 2 offices throughout the country.

VALIANT WEALTH, LLC is a West Des Moines, Iowa based Financial Planning firm with nearly $312,106,600 assets under management, offering retirement planning & investment advisory services to 574 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	146911
SEC#	801-108491
Assets Managed by Firm	$312,106,600
No. of Clients	574
No. of Advisors	12

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	574	$312,106,600
Individuals (other than high net worth individuals)	101	$36,311,942
High net worth individuals	61	$184,707,632

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