Wealth manager, independent · West DES Moines, IA
Valiant Wealth, LLC
SEC-registered investment adviser · CRD 146911 · SEC 801-108491
At a glance
Valiant Wealth, LLC is an SEC-registered investment adviser based in West DES Moines, Iowa, with $423 million in regulatory assets under management as of its Form ADV filed March 25, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 173 individual clients. By Form ADV it is a wealth manager, ranked 3,324th of 8,915 wealth managers and 8,543rd of 17,210 SEC-registered advisers by assets.
Main office 515-223-6068valiantwealth.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $423M
- Rank among wealth managers
- #3,324 of 8,915
- Rank among all SEC RIAs
- #8,543 of 17,210
- Rank in Iowa
- #40 of 91
- Individual clients
- 173
- High-net-worth clients
- 80
- Accounts
- 623
- Discretionary
- 100% of AUM
- Employees
- 12
- Advisory staff
- 3
- Offices
- 2
Owners and executives on its Form ADV
- Douglas D. Vander WeideManaging Member
- Michael R. JiskootPresident/chief Compliance Officer/partner
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 80 | $249M | 59% |
| Pooled investment vehicles | 29 | $123M | 29% |
| Individuals | 93 | $25M | 6% |
| Charitable organizations | 5 | $19M | 5% |
| Pension and profit sharing plans | – | $7M | 2% |
Private funds
Valiant Wealth, LLC reports 30 private funds with $125M in gross assets: private equity funds, real estate funds (Form ADV Item 7.B).
Disciplinary disclosures
Valiant Wealth, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗valiantwealth.com ↗
AtlasMembers
The full record on Valiant Wealth, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 9 years of filings
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- Growth over one, three and five years
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- Rank against 5,894 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Valiant Wealth, LLC manage?
Valiant Wealth, LLC reports $423 million in regulatory assets under management across 623 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 25, 2026.
What kind of firm is Valiant Wealth, LLC?
Valiant Wealth, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Valiant Wealth, LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($249 million, 80 clients); pooled investment vehicles ($123 million, 29 clients); individuals ($25 million, 93 clients).
Does Valiant Wealth, LLC manage private funds?
Yes. It reports 30 private funds with $125 million in gross assets, including private equity funds, real estate funds.
Does Valiant Wealth, LLC have any disciplinary history?
Valiant Wealth, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Valiant Wealth, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-25), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →