A complete list of active advisors currently associated with Valiant Wealth, LLC

Warmer can help you find a great advisor at Valiant Wealth, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Valiant Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.