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- Custodian
- Charles Schwab & Company ยท Equity Trust
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-10-2008
- Office Locations
- 3
Office Locations
About Valiant Wealth, LLC
Valiant Wealth, LLC is an RIA serving retail and institutional clients with financial planning and discretionary portfolio management, including tax and insurance planning. The team emphasizes asset allocation and risk management, with ESG/socially responsible implementation using ETFs, mutual funds, and pooled vehicles, plus allocations to real estate and private placements. Primarily custodies with Schwab and operates from Iowa and Tennessee.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
DOUGLAS DEAN VANDER WEIDE
Founder, Managing Member
- CRD
- #2006093
- Ownership
- 75% or more
Michael Ryan Jiskoot
Chief Compliance Officer, Financial Advisor, PARTNER, President
- CRD
- #7350809
- Ownership
- 5% but less than 10%
Showing 2 of 2 owners & executives
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Alec Edward Jackson
Associate
- CRD
- #7197909
Scott Stegg
Chief Operations Officer
- CRD
- --
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $423,078,536 | $679,099 |
| Non-Discretionary | $0 | -- |
| Total | $423,078,536 | $679,099 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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