|
⚲
|
| Valiant Wealth LLC
✚
|
|
|---|---|
| CRD # | 146911 |
| SEC # | 801-108491 |
| CIK # | |
| AUM | $250.1 MM (2023-03-10) |
| Employees | 13 (23% Investors, 0% Brokers) |
| Phone | 515-223-6068 |
| Address | 3408 Woodland Ave West Des Moines, IA 50266 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 89 | 34.8 |
| (b) Individuals (high net worth individuals) | 52 | 143.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 13 | 59.9 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 517 | 238.0 |
| By Discretionary | ||
| Discretionary | 504 | 178.0 |
| Non-Discretionary | 13 | 59.9 |
| Total | 517 | 238.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 238.0 | |
| Total | 517 | 238.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Windward Private Wealth Management Inc
✚
|
KS | 0.3 |
|
DEW Wealth Management LLC
✚
|
AZ | 0.3 |
|
Goldman Lancaster Inc
✚
|
CA | 0.3 |
|
IP Financial Advisory Services LLC
✚
|
NC | 0.3 |
|
WealthEdge Investment Advisors LLC
✚
|
NY | 0.3 |
|
Boyd Wealth Management LLC
✚
|
CA | 0.3 |
|
Lucas Group Financial Planners Inc
✚
|
CA | 0.3 |
|
Power Asset Management LLC
✚
|
CA | 0.2 |
|
Alphaq Advisors LLC
✚
|
FL | 0.2 |
|
Treasure Investment Management LLC
✚
|
CA | 0.2 |