VALIANT WEALTH, LLC
C42
CRD 146911·SEC 801-108491·WEST DES MOINES, IA
AUM
$423.1M
$100M-$500M
Est. Revenue
$4.2M
@ 1% on AUM
Est. EBITDA
$1.3M
@ 30% margin
Est. Deal Value
$10.2M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $154.4M
'21 · $190.3M
'22 · $188.6M
'23 · $238.0M
'25 · $382.1M
'26 · $423.1M
'20'26
$154.4M → $423.1M▲ +174%
Client mix
| Individuals Other | 93 |
| Individuals High Net Worth | 80 |
| Pooled Investment Vehicles | 29 |
| Charitable Organizations | 5 |
Operations
Advisory staff (5-yr trend)
'20 · 2 advisors
'21 · 2 advisors
'22 · 3 advisors
'23 · 3 advisors
'25 · 3 advisors
'26 · 3 advisors
'20'26
2 advisors → 3 advisors▲ +50%
Branches
| Count | 2 |
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPension consulting
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
3408 WOODLAND AVENUE, SUITE 204WEST DES MOINES, IA 50266
Business
3408 WOODLAND AVENUE, SUITE 204WEST DES MOINES, IA 50266