# Valiant Wealth, LLC

> Valiant Wealth, LLC is an SEC-registered investment advisory firm in West des Moines, IA, registered since 2016, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 146911
- Filed as: VALIANT WEALTH, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: West des Moines, IA
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/146911
- AdvisorCensus page: https://advisorcensus.com/firm/valiant-wealth-llc-west-des-moines-ia-146911

## Quick answers

**How is Valiant Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Valiant Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Valiant Wealth, LLC located?**
Valiant Wealth, LLC's principal office is in West des Moines, IA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Valiant Wealth, LLC registered with the SEC or a state?**
Valiant Wealth, LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 146911.

**How much does Valiant Wealth, LLC manage?**
Valiant Wealth, LLC reports $423,078,536 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**How have Valiant Wealth, LLC's assets and staff changed since 2021?**
In the Form ADV data for Valiant Wealth, LLC: Regulatory assets under management: $188,634,778 in the October 2021 data and $423,078,536 in the October 2026 data, up 124%. Total employees: 10 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Valiant Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (93); high net worth individuals (80); pooled investment vehicles (other than investment companies and business development companies) (29).

**Which custodians does Valiant Wealth, LLC use?**
Valiant Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Valiant Wealth, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/146911

**What changed in Valiant Wealth, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $382,118,932 to $423,078,536 (+11%). Registered or notice-filed in GA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $423,078,536
- Discretionary: $423,078,536
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 93 | $25,126,641 |
| High net worth individuals | 80 | $248,829,388 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 29 | $122,888,838 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $6,782,792 |
| Charitable organizations | 5 | $19,450,877 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services

### Firm details
- Registered since: 2016 (9 years)
- Employees: 12 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, IA, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Franklin, TN

### Websites listed on Form ADV (Item 1.I)
- valiantathlete.com
- valiantjourney.com
- valiantwealth.com
- vimeo.com/valiantwealth
- LinkedIn @valiantwealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $188,634,778 | 10 | March 29, 2021 |
| October 2022 | $237,981,348 | 13 | September 2, 2022 |
| October 2023 | $250,112,886 | 11 | June 26, 2023 |
| October 2024 | $312,106,600 | 12 | August 12, 2024 |
| October 2025 | $382,118,932 | 16 | April 25, 2025 |
| October 2026 | $423,078,536 | 12 | March 25, 2026 |

Regulatory assets under management: $188,634,778 in the October 2021 data and $423,078,536 in the October 2026 data, up 124%.
Total employees: 10 in October 2021 and 12 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $382,118,932 to $423,078,536 (+11%).
- Registered or notice-filed in GA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Valiant Wealth, LLC (CRD 146911): Form ADV filing data as of October 2026.