VALIANT WEALTH, LLC
CRD #146911 SEC #801-108491 WEST DES MOINES, IA 515-223-6068
SEC Registered Private Funds
Total AUM
$382.1M
Discretionary
$382.1M
Employees
16
Clients
101
Accounts
666
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $382.1M | $382.1M | $0 | 16 | 0 |
| Apr 2025 | $382.1M | $382.1M | $0 | 16 | 0 |
| Mar 2025 | $382.1M | $382.1M | $0 | 16 | 0 |
| Oct 2024 | $312.1M | $221M | $91.1M | 12 | 0 |
| Aug 2024 | $312.1M | $221M | $91.1M | 12 | 0 |
| Jun 2024 | $312.1M | $221M | $91.1M | 12 | 0 |
| Mar 2024 | $312.1M | $221M | $91.1M | 12 | 0 |
| Jun 2023 | $250.1M | $177.4M | $72.7M | 11 | 0 |
| Mar 2023 | $250.1M | $177.4M | $72.7M | 11 | 0 |
| Jan 2023 | $238M | $178M | $59.9M | 13 | 0 |
| Oct 2022 | $238M | $178M | $59.9M | 13 | 0 |
| Sep 2022 | $238M | $178M | $59.9M | 13 | 0 |
| Apr 2022 | $238M | $178M | $59.9M | 13 | 0 |
| Mar 2022 | $238M | $178M | $59.9M | 13 | 0 |
| Nov 2021 | $188.6M | $167.5M | $21.1M | 10 | 0 |
| Mar 2021 | $188.6M | $167.5M | $21.1M | 10 | 0 |
| Feb 2021 | $190.3M | $165.9M | $24.4M | 10 | 0 |
| Jan 2021 | $190.3M | $165.9M | $24.4M | 10 | 0 |
| Sep 2020 | $190.3M | $165.9M | $24.4M | 10 | 0 |
| Sep 2020 | $190.3M | $165.9M | $24.4M | 10 | 0 |
| Jun 2020 | $190.3M | $165.9M | $24.4M | 10 | 0 |
| Mar 2020 | $190.3M | $165.9M | $24.4M | 10 | 0 |
| Dec 2019 | $154.4M | $132.8M | $21.6M | 6 | 0 |
| Nov 2019 | $154.4M | $132.8M | $21.6M | 6 | 0 |
| Aug 2019 | $154.4M | $132.8M | $21.6M | 6 | 0 |
| May 2019 | $154.4M | $132.8M | $21.6M | 6 | 0 |
| Mar 2019 | $154.4M | $132.8M | $21.6M | 6 | 0 |
| Mar 2019 | $148.6M | $128.9M | $19.8M | 5 | 0 |
| Jun 2018 | $148.6M | $128.9M | $19.8M | 5 | 0 |
| Mar 2018 | $148.6M | $128.9M | $19.8M | 5 | 0 |
| Aug 2017 | $113.1M | $96.7M | $16.4M | 4 | 141 |
| Jun 2017 | $113.1M | $96.7M | $16.4M | 4 | 141 |
| May 2017 | $113.1M | $96.7M | $16.4M | 4 | 141 |
| Mar 2017 | $113.1M | $96.7M | $16.4M | 4 | 141 |
| Jan 2017 | $108.6M | $91.9M | $16.7M | 4 | 147 |
| Oct 2016 | $108.6M | $91.9M | $16.7M | 4 | 147 |
| Sep 2016 | $108.6M | $91.9M | $16.7M | 4 | 147 |
| Dec 2011 | $42.1M | $37M | $5M | 1 | 26 |
| Apr 2011 | $42.1M | $37M | $5M | 5 | -- |
| Mar 2011 | $42.1M | $37M | $5M | 5 | -- |
| Mar 2011 | $27.7M | $24.6M | $3.1M | 5 | -- |
| Jan 2011 | $27.7M | $24.6M | $3.1M | 5 | -- |
| Dec 2010 | $27.7M | $24.6M | $3.1M | 5 | -- |
| Dec 2010 | $27.7M | $24.6M | $3.1M | 5 | -- |
| Dec 2010 | $27.7M | $24.6M | $3.1M | 5 | -- |
| Aug 2010 | $27.7M | $24.6M | $3.1M | 5 | -- |
| May 2010 | $27.7M | $24.6M | $3.1M | 5 | -- |
| Apr 2010 | $27.7M | $24.6M | $3.1M | 5 | -- |
DateSep 2025
Total AUM$382.1M
Discretionary$382.1M
Non-Disc.$0
Employees16
Clients0
DateApr 2025
Total AUM$382.1M
Discretionary$382.1M
Non-Disc.$0
Employees16
Clients0
DateMar 2025
Total AUM$382.1M
Discretionary$382.1M
Non-Disc.$0
Employees16
Clients0
DateOct 2024
Total AUM$312.1M
Discretionary$221M
Non-Disc.$91.1M
Employees12
Clients0
DateAug 2024
Total AUM$312.1M
Discretionary$221M
Non-Disc.$91.1M
Employees12
Clients0
DateJun 2024
Total AUM$312.1M
Discretionary$221M
Non-Disc.$91.1M
Employees12
Clients0
DateMar 2024
Total AUM$312.1M
Discretionary$221M
Non-Disc.$91.1M
Employees12
Clients0
DateJun 2023
Total AUM$250.1M
Discretionary$177.4M
Non-Disc.$72.7M
Employees11
Clients0
DateMar 2023
Total AUM$250.1M
Discretionary$177.4M
Non-Disc.$72.7M
Employees11
Clients0
DateJan 2023
Total AUM$238M
Discretionary$178M
Non-Disc.$59.9M
Employees13
Clients0
DateOct 2022
Total AUM$238M
Discretionary$178M
Non-Disc.$59.9M
Employees13
Clients0
DateSep 2022
Total AUM$238M
Discretionary$178M
Non-Disc.$59.9M
Employees13
Clients0
DateApr 2022
Total AUM$238M
Discretionary$178M
Non-Disc.$59.9M
Employees13
Clients0
DateMar 2022
Total AUM$238M
Discretionary$178M
Non-Disc.$59.9M
Employees13
Clients0
DateNov 2021
Total AUM$188.6M
Discretionary$167.5M
Non-Disc.$21.1M
Employees10
Clients0
DateMar 2021
Total AUM$188.6M
Discretionary$167.5M
Non-Disc.$21.1M
Employees10
Clients0
DateFeb 2021
Total AUM$190.3M
Discretionary$165.9M
Non-Disc.$24.4M
Employees10
Clients0
DateJan 2021
Total AUM$190.3M
Discretionary$165.9M
Non-Disc.$24.4M
Employees10
Clients0
DateSep 2020
Total AUM$190.3M
Discretionary$165.9M
Non-Disc.$24.4M
Employees10
Clients0
DateSep 2020
Total AUM$190.3M
Discretionary$165.9M
Non-Disc.$24.4M
Employees10
Clients0
DateJun 2020
Total AUM$190.3M
Discretionary$165.9M
Non-Disc.$24.4M
Employees10
Clients0
DateMar 2020
Total AUM$190.3M
Discretionary$165.9M
Non-Disc.$24.4M
Employees10
Clients0
DateDec 2019
Total AUM$154.4M
Discretionary$132.8M
Non-Disc.$21.6M
Employees6
Clients0
DateNov 2019
Total AUM$154.4M
Discretionary$132.8M
Non-Disc.$21.6M
Employees6
Clients0
DateAug 2019
Total AUM$154.4M
Discretionary$132.8M
Non-Disc.$21.6M
Employees6
Clients0
DateMay 2019
Total AUM$154.4M
Discretionary$132.8M
Non-Disc.$21.6M
Employees6
Clients0
DateMar 2019
Total AUM$154.4M
Discretionary$132.8M
Non-Disc.$21.6M
Employees6
Clients0
DateMar 2019
Total AUM$148.6M
Discretionary$128.9M
Non-Disc.$19.8M
Employees5
Clients0
DateJun 2018
Total AUM$148.6M
Discretionary$128.9M
Non-Disc.$19.8M
Employees5
Clients0
DateMar 2018
Total AUM$148.6M
Discretionary$128.9M
Non-Disc.$19.8M
Employees5
Clients0
DateAug 2017
Total AUM$113.1M
Discretionary$96.7M
Non-Disc.$16.4M
Employees4
Clients141
DateJun 2017
Total AUM$113.1M
Discretionary$96.7M
Non-Disc.$16.4M
Employees4
Clients141
DateMay 2017
Total AUM$113.1M
Discretionary$96.7M
Non-Disc.$16.4M
Employees4
Clients141
DateMar 2017
Total AUM$113.1M
Discretionary$96.7M
Non-Disc.$16.4M
Employees4
Clients141
DateJan 2017
Total AUM$108.6M
Discretionary$91.9M
Non-Disc.$16.7M
Employees4
Clients147
DateOct 2016
Total AUM$108.6M
Discretionary$91.9M
Non-Disc.$16.7M
Employees4
Clients147
DateSep 2016
Total AUM$108.6M
Discretionary$91.9M
Non-Disc.$16.7M
Employees4
Clients147
DateDec 2011
Total AUM$42.1M
Discretionary$37M
Non-Disc.$5M
Employees1
Clients26
DateApr 2011
Total AUM$42.1M
Discretionary$37M
Non-Disc.$5M
Employees5
Clients--
DateMar 2011
Total AUM$42.1M
Discretionary$37M
Non-Disc.$5M
Employees5
Clients--
DateMar 2011
Total AUM$27.7M
Discretionary$24.6M
Non-Disc.$3.1M
Employees5
Clients--
DateJan 2011
Total AUM$27.7M
Discretionary$24.6M
Non-Disc.$3.1M
Employees5
Clients--
DateDec 2010
Total AUM$27.7M
Discretionary$24.6M
Non-Disc.$3.1M
Employees5
Clients--
DateDec 2010
Total AUM$27.7M
Discretionary$24.6M
Non-Disc.$3.1M
Employees5
Clients--
DateDec 2010
Total AUM$27.7M
Discretionary$24.6M
Non-Disc.$3.1M
Employees5
Clients--
DateAug 2010
Total AUM$27.7M
Discretionary$24.6M
Non-Disc.$3.1M
Employees5
Clients--
DateMay 2010
Total AUM$27.7M
Discretionary$24.6M
Non-Disc.$3.1M
Employees5
Clients--
DateApr 2010
Total AUM$27.7M
Discretionary$24.6M
Non-Disc.$3.1M
Employees5
Clients--