Valiant Wealth, LLC

Valiant Wealth, LLC is a registered investment adviser established in 2008, based in West Des Moines, Iowa. The firm specializes in providing investment supervisory services, financial planning, and due diligence services to high-net-worth individuals, pension plans, pooled investment vehicles, and charitable organizations. Valiant Wealth operates as a fiduciary when advising clients on retirement accounts, ensuring advice is in the client's best interest. The firm offers tailored services based on each client's financial situation and risk tolerance, with a minimum account size typically set at $100,000. Investment strategies include a "buy and hold" approach, utilizing model portfolios for asset allocation. Valiant Wealth charges advisory fees based on a percentage of assets under management, with fees paid quarterly in arrears. The firm does not participate in wrap fee programs and manages over $382 million in client assets. Valiant Wealth does not accept compensation for the sale of securities but may receive fees from pooled investment vehicles it manages. The firm's Chief Compliance Officer oversees personal trading reviews to ensure compliance with the Code of Ethics. Valiant Wealth provides quarterly account performance reports and conducts annual formal account reviews. The firm does not accept voting authority for client securities. Valiant Wealth maintains financial conditions to meet contractual commitments and has not been subject to bankruptcy petitions in the past ten years. For more information, visit https://www.valiantwealth.com.