{"url":"https://nivawealth.com/firms/valiant-wealth-146911","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/146911","regulatoryAum":423078536,"crd":"146911","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7197909","suffix":null,"lastName":"Jackson","firstName":"Alec","middleName":"Edward"},{"crd":"7350809","suffix":null,"lastName":"Jiskoot","firstName":"Michael","middleName":"Ryan"},{"crd":"2006093","suffix":null,"lastName":"VANDER WEIDE","firstName":"DOUGLAS","middleName":"DEAN"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-29","regulatoryAum":188634778,"clients":136,"employees":10,"offices":3},{"filedOn":"2022-04-13","regulatoryAum":237981348,"clients":154,"employees":13,"offices":3},{"filedOn":"2023-06-26","regulatoryAum":250112886,"clients":158,"employees":11,"offices":3},{"filedOn":"2024-06-11","regulatoryAum":312106600,"clients":179,"employees":12,"offices":3},{"filedOn":"2025-04-25","regulatoryAum":382118932,"clients":187,"employees":16,"offices":2},{"filedOn":"2026-03-25","regulatoryAum":423078536,"clients":207,"employees":12,"offices":2}],"secFileNumber":"801-108491","legalName":"Valiant Wealth, LLC","displayName":"Valiant Wealth","slug":"valiant-wealth-146911","website":"https://valiantwealth.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/146911/bd7ac15da93f0711-r1.webp","tone":"light","width":332,"height":200,"sourceUrl":"https://valiantwealth.com/","sourceLabel":"Valiant Wealth, LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/valiantwealth","founded":null,"organization":"Iowa limited liability company","fiscalYearEnd":"December","headquarters":{"street":"3408 Woodland Ave, Suite 204","city":"West Des Moines","state":"IA","stateName":"Iowa","country":"United States","postalCode":"50266"},"tradeNames":[],"registration":{"secApproved":"18 October 2016","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1583560.8612716764,"staff":{"employees":12,"advisory":3,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":423078536,"discretionary":423078536,"discretionaryAccounts":623,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":93,"regulatoryAum":25126641},{"label":"High-net-worth individuals","clients":80,"regulatoryAum":248829388},{"label":"Pooled investment vehicles","clients":29,"regulatoryAum":122888838},{"label":"Pension and profit-sharing plans","clients":0,"fewerThan5":true,"regulatoryAum":6782792},{"label":"Charitable organizations","clients":5,"regulatoryAum":19450877}],"feePrograms":[{"role":"main","program":"Portfolio Management","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025304","versionId":1025304,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-03-24","documentName":"FORM ADV PART 2A MARCH 2026","fee_rate_low":0.9,"fee_rate_high":1.5,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial Planning","summary":"Financial planning is usually between $1,000 and $15,000, paid in advance (never more than three months ahead); fees are negotiable.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025304","versionId":1025304,"submittedOn":"2026-03-24","documentName":"FORM ADV PART 2A MARCH 2026"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T09:19:08.390329+00:00","documents":[{"name":"FORM ADV PART 2A MARCH 2026","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025304","versionId":1025304,"submittedOn":"2026-03-24"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":293406906}],"custodyNote":"Valiant Wealth has custody of $147M for 91 clients.","otherCustodians":[],"leadership":[{"name":"Michael Jiskoot","title":"President/Chief Compliance Officer/Partner","crd":"7350809"},{"name":"Douglas Vander Weide","title":"Managing Member","crd":"2006093"}],"ownership":[{"label":"Douglas Vander Weide","detail":"Managing member in the 75% or more ownership band and a control person, since June 2008."},{"label":"Michael Jiskoot","detail":"President/chief compliance officer/partner in the 5% to 10% ownership band and a control person, since April 2024."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Iowa","offices":1,"addresses":[{"street":"3408 Woodland Ave, Suite 204","city":"West Des Moines","headquarters":true}]},{"state":"Tennessee","offices":1,"addresses":[{"street":"99 East Main","city":"Franklin"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"515-223-6068","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)","Performance-based fees"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for pooled investment vehicles (other than investment companies)","Pension consulting services"],"financialPlanningClients":"101-250","assetMix":[{"label":"Exchange-traded equity securities","percent":4},{"label":"Securities issued by registered investment companies or business development companies","percent":63},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":30},{"label":"Cash and cash equivalents","percent":2},{"label":"Other","percent":2,"detail":"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."}],"privateFunds":30},"sources":{"adv1FilingDate":"25 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/146911/PDF/146911.pdf","brochureDate":"24 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025304","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Valiant Wealth have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Valiant Wealth offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Valiant Wealth charge?","answer":"Valiant Wealth charges 0.90%–1.50% a year for its Portfolio Management. The fee is billed in arrears and is negotiable.","source":"FORM ADV PART 2A MARCH 2026, filed 24 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Valiant Wealth use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Valiant Wealth have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Valiant Wealth invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Valiant Wealth?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Valiant Wealth get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Valiant Wealth?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 25 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}