Data / Investment advisers / Iowa / Valiant Wealth, LLC
Valiant Wealth, LLC, West des Moines, IA: $423 million AUM, SEC registered investment adviser
Valiant Wealth, LLC is an SEC registered investment adviser with its main office in West des Moines, Iowa and reports $423 million in regulatory assets under management in its Form ADV filed March 25, 2026. Its clients include high net worth individuals, pooled investment vehicles and individuals. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 30 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 146911
- SEC file number
- 801-108491
- SEC status
- Approved, effective October 18, 2016
- Main office
- 3408 Woodland Ave Suite 204, West des Moines, IA 50266
- Phone
- (515) 223-6068
- Regulatory AUM
- $423,078,536 in the Form ADV filed March 25, 2026
- Discretionary AUM
- $423,078,536
- Accounts
- 623
- Employees
- 12, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Private funds
- 30: 23 private equity funds, 7 real estate funds
- Gross assets of private funds
- $124,593,766
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 25, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 80 | $248.8 million |
| Pooled investment vehicles | 29 | $122.9 million |
| Individuals (other than high net worth individuals) | 93 | $25.1 million |
| Charitable organizations | 5 | $19.5 million |
| Pension and profit sharing plans | Fewer than 5 | $6.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $423.1 million | March 25, 2026 |
| December 1, 2025 | $382.1 million | September 22, 2025 |
Other advisers in West des Moines
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Gilbert & Cook, Inc. | West des Moines | $1.70 billion | Not listed | adviserinfo.sec.gov |
| Syverson Strege | West des Moines | $910.8 million | Not listed | adviserinfo.sec.gov |
| Retireright Consulting Group | West des Moines | $561.1 million | Not listed | adviserinfo.sec.gov |
| Wealth Advisors of Iowa, LLC | West des Moines | $539.4 million | Not listed | adviserinfo.sec.gov |
| Legacy Bridge Private Family Offices | West des Moines | $425.8 million | Not listed | adviserinfo.sec.gov |
| Compass Financial Services | West des Moines | $407.4 million | Not listed | adviserinfo.sec.gov |
| Midwest Heritage Financial Advisors | West des Moines | $398.7 million | Not listed | adviserinfo.sec.gov |
| Boyle Capital | West des Moines | $342 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in West des Moines, IA
- Investment advisers in Iowa
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Valiant Wealth, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.