About Valiant Wealth, LLC
Valiant Wealth is a registered investment advisor (RIA) firm offering comprehensive financial and lifestyle management services. Founded in 2016, the firm is dedicated to "high achievers," providing a holistic approach to wealth that combines the expertise of a family office with a personalized service model. Valiant Wealth focuses on developing clear purpose, perspective, and plans for its clients, underpinned by values of integrity, determination, reliability, a heart for service, and humility. They offer diverse investment strategies, including both public and private markets, with an emphasis on tax efficiency. Their "Valiant Way" is built on purpose, perspective, and planning, while their "Valiant Service" is characterized by being reliable, determined, and proactive. Valiant Wealth serves individuals (including high and ultra-high net worth), pooled investment vehicles, and businesses, with a client base often requiring comprehensive financial and lifestyle management.
Website: http://www.valiantwealth.com/
Office Locations
- West Des Moines, IA (Headquarters)
- Franklin, TN
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $382.1M