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Valiant Wealth, LLC
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Overview Share
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West Des Moines, Iowa
$190.3 million AUM
3 offices

Valiant Wealth, LLC is based in West Des Moines, Iowa and has $190.3 million in assets under management.

Location
3408 Woodland Avenue
Suite 204
West Des Moines, IA 50266
$190.3 million
AUM
10
Employees
AUM Share
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$190,260,491
Assets under management
614 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 86 $34,768,163 18% $404,281
High net worth individuals 54 $106,839,925 56% $1,978,517
Pooled investment vehicles 5 $15,475,000 8% $3,095,000
Pension and profit sharing plans 7 $24,382,856 13% $3,483,265
Charitable organizations 1 $8,794,547 5% $8,794,547
Employees Share
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10
Employees
2
Investment analysts
20% of total employees
AUM per employee Share
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$190,260,491
Assets under management
$19,026,049
AUM per employee
$95,130,246
AUM per investment analyst
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Compensation

Valiant Wealth, LLC makes money through the following ways:

  • Percentage of AUM
  • Fixed fees
  • Performance-based fees
Services offered

Valiant Wealth, LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
Firm data Share
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CRD number 146,911
SEC number 801-108491
Legal structure Limited Liability Company
Legal governance Iowa, United States
Latest ADV filing date March 19, 2020

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