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VALIANT WEALTH, LLC

WEST DES MOINES, IA · CRD 146911 · IAPD ↗ · 515-223-6068

$423.1MRegulatory AUM
3Advisory reps
12Employees
0Clients
101-250Planning clients
30Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — VALIANT WEALTH, LLC notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2025 — VALIANT WEALTH, LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
73
April 2025 — VALIANT WEALTH, LLC now reports 24 private fund(s) ($123.0M gross).
Firm reports private funds for the first time.
Fund administrationCompliance

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.