Valiant Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and pension consulting. Financial planning was provided to 101–250 clients last fiscal year. The firm advises 30 private funds.
Valiant Wealth reports 207 clients. They include 93 individual clients, 80 high-net-worth individuals and 29 pooled investment vehicles. Of its assets, 100.0% ($423M across 623 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 45% | 6% |
| High-net-worth individuals | 39% | 59% |
| Pooled investment vehicles | 14% | 29% |
| Pension and profit-sharing plans | 0% | 2% |
| Charitable organizations | 2% | 5% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 93 | $25.1M | 5.9% | $270K |
| High-net-worth individuals | 80 | $249M | 58.8% | $3.11M |
| Pooled investment vehicles | 29 | $123M | 29.0% | $4.24M |
| Pension and profit-sharing plans | Fewer than 5 | $6.78M | 1.6% | — |
| Charitable organizations | 5 | $19.5M | 4.6% | $3.89M |
| Total | 207 | $423M | 100% | — |
- Clients
- 93
- Regulatory AUM
- $25.1M
- AUM share
- 5.9%
- Avg. per client
- $270K
- Clients
- 80
- Regulatory AUM
- $249M
- AUM share
- 58.8%
- Avg. per client
- $3.11M
- Clients
- 29
- Regulatory AUM
- $123M
- AUM share
- 29.0%
- Avg. per client
- $4.24M
- Clients
- Fewer than 5
- Regulatory AUM
- $6.78M
- AUM share
- 1.6%
- Avg. per client
- —
- Clients
- 5
- Regulatory AUM
- $19.5M
- AUM share
- 4.6%
- Avg. per client
- $3.89M
Total
- Clients
- 207
- Regulatory AUM
- $423M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 30
- Financial planning clients last fiscal year
- 101–250
Valiant Wealth charges 0.90%–1.50% a year for its Portfolio Management. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Financial planning is usually between $1,000 and $15,000, paid in advance (never more than three months ahead); fees are negotiable.
Douglas Vander Weide owns 75% or more of Valiant Wealth. The leadership team of Valiant Wealth includes President Michael Jiskoot. It has 12 employees, 3 of them in advisory roles.
Staff
- 12 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 75% or more of Valiant Wealth, LLC
Douglas Vander Weide
Control person · since June 2008
- Owns 5% to 10% of Valiant Wealth, LLC
Michael Jiskoot
Control person · since April 2024
Valiant Wealth’s regulatory assets grew 2.2× from $189M (March 2021) to $423M (March 2026); clients rose from 136 to 207 and employees from 10 to 12.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $423M | 207 | 12 | 2 |
| Apr 2025April 2025 | $382M | 187 | 16 | 2 |
| Jun 2024June 2024 | $312M | 179 | 12 | 3 |
| Jun 2023June 2023 | $250M | 158 | 11 | 3 |
| Apr 2022April 2022 | $238M | 154 | 13 | 3 |
| Mar 2021March 2021 | $189M | 136 | 10 | 3 |
Besides its headquarters, Valiant Wealth has 1 office, with 2 listed addresses across 2 states.
Iowa · 1 listed address
- 3408 Woodland Ave, Suite 204, West Des MoinesHQ
Tennessee · 1 listed address
- 99 East Main, Franklin
Contact and registration details
- Legal name
- Valiant Wealth, LLC
- Headquarters
- 3408 Woodland Ave, Suite 204, West Des Moines, IA 50266
- Website
- valiantwealth.com
- Phone
- 515-223-6068
- @valiantwealth
- SEC file
- 801-108491
- Structure
- Iowa LLC
- Fiscal year end
- December
Valiant Wealth’s named custodian for separately managed accounts is Charles Schwab ($293M). Valiant Wealth has custody of $147M for 91 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $293M100%
At year end, Valiant Wealth’s separately managed accounts were mostly in funds (93%).
What the accounts hold
- Stocks4%
- Funds93%
- Registered funds63%
- Pooled vehicles30%
- Cash2%
- Other2%
- Other assets include retirement annuity contracts and proprietary institutional investment products held at tiaa, callable fixed-income securities undergoing partial redemption, and fixed-income securities in maturity transition.2%
How many clients does Valiant Wealth have?
Valiant Wealth has 207 clients and manages $423 million for them, as of March 2026. They include 93 individual clients, 80 high-net-worth individuals and 29 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 March 2026
What services does Valiant Wealth offer?
Valiant Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Valiant Wealth charge?
Valiant Wealth charges 0.90%–1.50% a year for its Portfolio Management. The fee is billed in arrears and is negotiable.
Which custodians does Valiant Wealth use?
Valiant Wealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $293M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 March 2026
How many financial advisors does Valiant Wealth have?
Valiant Wealth has 3 investment adviser representatives registered with state securities authorities, out of 12 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Valiant Wealth invest in?
At the end of its last fiscal year, Valiant Wealth’s separately managed accounts held 63% registered funds (mutual funds, ETFs, BDCs), 30% pooled vehicles (private funds and similar), 4% exchange-traded equities, 2% cash and equivalents and 2% other. The 2% other category is described as: Other Assets Include Retirement Annuity Contracts and Proprietary Institutional Investment Products Held at Tiaa, Callable Fixed-Income Securities Undergoing Partial Redemption, and Fixed-Income Securities in Maturity Transition. It advises 30 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Valiant Wealth?
Valiant Wealth’s direct owners are Douglas Vander Weide (75% or more) and Michael Jiskoot (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 25 March 2026
How does Valiant Wealth get paid?
Valiant Wealth is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Valiant Wealth?
Valiant Wealth’s main office is at 3408 Woodland Ave, Suite 204, West Des Moines, IA 50266. Its phone number is 515-223-6068. Its website is valiantwealth.com.
