Valiant Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$273,956,029
Clients
173
Advisors
3
across 2 offices
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
Expertise
Occupation focus
Fee options
Financial planning fees usually between $1,000 and $15,000, negotiable; additional services fees negotiated and usually flat fees.
$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 fees charged to certain pooled investment vehicles, payable upon distribution, may be subject to high-water mark.
Account minimum: $100,000 Fee-only: Negotiable fees based on assets under management with tiered rates as above.
Main office
See office3408 Woodland Ave, Suite 204
West Des Moines IA 50266
Advisors at this office
2
Offices (2)
Most active in
Florida · Georgia · Iowa · Tennessee · Texas
Also doing business as
15 Ria · Valiant Wealth, LLC · Vw Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Alec J
Series 65
West Des Moines, IA
Valiant Wealth, LLC
Alec Jackson is a financial advisor at Valiant Wealth, LLC with three years of industry experience. He holds a Series 65 credential and previously worked at Cetera Financial Group and Wells Fargo. Valiant Wealth provides portfolio management and financial planning services to individuals, pension plans, pooled investment vehicles, and charitable organizations. The firm employs a buy-and-hold, diversified investment approach and offers discretionary management of separately managed accounts tailored to clients' risk tolerances.
Michael J
CFP®, Series 65
West Des Moines, IA
Valiant Wealth, LLC
Michael Jiskoot is a CFP® and Series 65 registered advisor with five years of industry experience. He is currently with Valiant Wealth, LLC, where he has worked since 2021, and has held roles at affiliated firms including Valiant Tax Solutions, LLC and Valiant Capital Solutions, LLC. Prior to joining Valiant Wealth, he worked at Pella Corporation and LCS. Valiant Wealth, LLC provides portfolio management and financial planning services to individuals, pension plans, pooled investment vehicles, and charitable organizations. The firm employs a buy-and-hold, diversified investment approach using proprietary tools and data from Dimensional Fund Advisors, and manages accounts on a discretionary basis with regular performance reporting.
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.
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