Valiant Wealth, LLC logo

Valiant Wealth, LLC

Updated today

Client assets under management

$273,956,029

Clients

173

46% high-net worth

Advisors

3

of 12 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

58

Typical

Average account size

$1,583,561

About

Valiant Wealth provides portfolio management and financial planning to individuals (including high‑net‑worth clients), pension plans, pooled investment vehicles, and charitable organizations. It offers discretionary management of separately managed accounts, prepares individualized investment policy statements, and advises on a broad set of securities including mutual funds, ETFs, REITs, and private placements.

The firm follows a buy‑and‑hold, diversified approach that uses proprietary tools and data from Dimensional Fund Advisors, and implements model portfolios aligned with documented risk tolerances. Accounts are monitored on a continuous basis under discretionary authority, and clients receive quarterly written reports detailing account performance and related deliverables.

Valiant Wealth is also the investment manager to multiple unregistered pooled investment vehicles and provides related services described in offering documents, such as due diligence, bridge‑loan sourcing, and equity sourcing; some of those vehicles may incur performance‑based and other contingent fees payable to the firm or affiliates. The brochure discloses that affiliated entities and firm principals may hold board seats and equity in portfolio companies and identifies these relationships and side‑by‑side fee arrangements as material conflicts addressed through disclosure, valuation procedures, and investor offering materials.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Financial planning fees usually between $1,000 and $15,000, negotiable; additional services fees negotiated and usually flat fees.

Percentage

$0 - $1,000,000: 1.50% $1,000,000 - $2,000,000: 1.20% $2,000,000 - $5,000,000: 0.90% $5,000,000+: Negotiable

Performance-based

Performance-based fees charged to certain pooled investment vehicles, payable upon distribution, may be subject to high-water mark.

Other

Account minimum: $100,000 Fee-only: Negotiable fees based on assets under management with tiered rates as above.

Main office location

Valiant Wealth, LLC

3408 Woodland Ave, Suite 204

West Des Moines IA 50266, United States

Number of offices

2

Most active in

Florida · Georgia · Iowa · Tennessee · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Alec J

Series 65

West Des Moines, IA

Valiant Wealth, LLC

Alec Jackson is a financial advisor at Valiant Wealth, LLC in West Des Moines, IA, holding a Series 65 designation with two years of industry experience. His prior roles include positions at Cetera Financial Group and Wells Fargo. Valiant Wealth manages approximately $382 million with a small advisory team, providing discretionary portfolio management, financial planning, and related services to individuals—including high-net-worth clients—pension plans, charitable organizations, and pooled investment vehicles. The firm employs a buy-and-hold, model-portfolio approach supported by proprietary tools and Dimensional Fund Advisors resources, and offers additional services for private pooled vehicles such as due diligence consulting and bespoke management.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Michael J

CFP®, Series 65

West Des Moines, IA

Valiant Wealth, LLC

Michael Jiskoot is a CFP® and holds a Series 65 license with five years of industry experience. He has been with Valiant Wealth, LLC since 2021 and previously worked at Pella Corporation and LCS. Valiant Wealth manages approximately $382 million and provides discretionary portfolio management, financial planning, and related services to individuals, pension plans, charitable organizations, and pooled investment vehicles. The firm employs a buy-and-hold, model-portfolio approach supported by proprietary tools and Dimensional Fund Advisors resources, and it operates private pooled investment vehicles with performance-based fees, which is uncommon among peers.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Douglas V

CFP®, Series 63

Franklin, TN

Valiant Wealth, LLC

Douglas Vander Weide is a CFP® with 27 years of industry experience, currently serving as an advisor at Valiant Wealth, LLC in West Des Moines, IA. He has been with Valiant Wealth since 2008 and was previously involved with 2 Fish 5 Loaves, LLC, a fish farming business where he was a partner. Valiant Wealth manages approximately $382 million with a small advisory team, providing discretionary portfolio management, financial planning, and related services to individuals, pension plans, charitable organizations, and pooled investment vehicles. The firm employs a buy-and-hold, model-portfolio approach supported by proprietary tools and resources from Dimensional Fund Advisors, and it operates private pooled investment vehicles with performance-based fees and direct investments in private companies.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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