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VALIANT WEALTH, LLC

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

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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 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.

Firm Information

SEC Current StatusApproved
Firm CRD#146911
SEC# 801-108491
Assets Managed by Firm $250,112,886
No. of Clients 524
No. of Advisors 11

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services

Firm Client Information

No. of ClientsAUM
Firm Total524$250,112,886
Individuals (other than high net worth individuals)92$36,123,131
High net worth individuals51$141,255,089
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AEGON ASSET MANAGEMENT US
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CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
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PRINCIPAL SECURITIES, INC.
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