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Building 2VALIANT WEALTH, LLC

Map pinWEST DES MOINES, IA
Phone515-223-6068
NotebookSEC #801-108491
Total AUM
$423.1M
Employees
12
Clients
208

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3408 WOODLAND AVE
SUITE 204
WEST DES MOINES
IA 50266
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
515-223-6068
Other Offices
1

ReceiptFinancials

Total AUM
$423.1M
Accounts
623
Discretionary
$423.1M
Accounts
623
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
93
AUM
$25.1M
HNW Individual Clients
80
AUM
$248.8M
Pooled Vehicle Clients
29
AUM
$122.9M
Pension/Profit Sharing Plan Clients
1
AUM
$6.8M
Charitable Organization Clients
5
AUM
$19.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGAIATNTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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