DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Valiant Wealth, LLC
Latest filing Mar 25, 2026
First filing on the tape Dec 19, 2011 · 41 filings
SEC status approved since Oct 18, 2016
RAUM
$423M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
65%
$274M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$141M
derived; firm RAUM over IAPD count
Employees
12
3 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
30
reported on Schedule D
History
41 filings and snapshots on the tape
RAUM$423M as of Mar 25, 2026
Mar 24, 2017$113M then
HNW client RAUM$249M as of Mar 25, 2026
Mar 28, 2018$83.3M then
State-registered IARs (5.B.3)3 as of Mar 25, 2026
Mar 24, 20170 then
Employees (5.A)12 as of Mar 25, 2026
Mar 24, 20174 then
Private funds30 as of Mar 25, 2026
Apr 25, 202524 then
RAUM +11% over the last fiscal year+19% a year over threeIARs 3 to 3
Practice profile
derived from the filing of Mar 25, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RIA with heavy alternatives · a wealth manager whose private fund gross assets are at least 25 percent of RAUM, or five or more private funds
- RIA with private funds · a wealth manager (private-client share at least 50 percent) that reports at least one private fund on Schedule D 7.B.(1)
- RAUM per advisor
- $141MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 58derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.1MderivedHNW RAUM over HNW clients
- Average account
- $679,099derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 6.2%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 4.0derivedItem 5.A over advisors
- Advisors per office
- 1.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +11%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +6.1%derived
- Compensation
- percentage of assets, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for pooled vehicles, pension consultingreportedItem 5.G
- Custody
- $147M, 91 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$249M59%
- Pooled investment vehicles$123M29%
- Individuals$25.1M5.9%
- Charitable organizations$19.5M4.6%
- Pension and profit-sharing plans$6.8M1.6%
- Individual clients
- 93reported
- HNW clients
- 80reported
- Pension plan clients
- 0reported
- Charitable clients
- 5reported
- Accounts
- 623reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- $147M for 91 clientsreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.65 fund_share=0.29 institutional_share=0.06 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Douglas Dean Vander WeideCertified Financial Planner | Franklin, Tn | Jan 21, 2014 | 36 y | 1 |
| Michael Ryan JiskootCertified Financial Planner | West Des Moines, Ia | Mar 17, 2021 | 11 y | 0 |
| Alec Edward Jackson | West Des Moines, Ia | Aug 31, 2023 | 13 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- William Joseph Streff to Iron Horse Wealth Management, LLCOct 18, 2013 · Other
Joined, latest
- Douglas Dean Vander Weide from Ameriprise Financial Services, LLCJan 21, 2014 · Other
- William Joseph Streff from LPL Financial LLCJan 20, 2009 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Ryan Michael Jiskoot · President/Chief Compliance Officercontrolsince 04/2024 · owns less than 5%
- Dean Douglas Vander Weide · Managing Membercontrolsince 06/2008 · owns 75% or more
Related persons
Schedule D 7.A
- Shadow Creek, LLCpooled vehicle sponsorn
- Sucker Punch II, LLCpooled vehicle sponsorn
- Sucker Punch, LLCpooled vehicle sponsorn
- Valiant Bmc II, LLCpooled vehicle sponsorn
- Valiant Bmc, LLCpooled vehicle sponsorn
- Valiant College Hill, LLCpooled vehicle sponsorn
- Valiant Consano, LLCpooled vehicle sponsorn
- Valiant Pc, Bmc, LLCpooled vehicle sponsorn
- Valiant Regenexx LLCpooled vehicle sponsorn
- Valiant Teak, LLCpooled vehicle sponsorn
- Valiant The James, LLCpooled vehicle sponsorn
- Valiant Twin Bridges, LLCpooled vehicle sponsorn
- Vwa Acs, LLCpooled vehicle sponsorn
- Worldwide Stages - Spring Hill Realty, LLCpooled vehicle sponsorn
- Worldwide Stages, LLCpooled vehicle sponsorn
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| West Des Moines, Ia · principal | 3 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Franklin, TN1 employees
What changed
consecutive filings, newest first
- Accounts · 666 to 623Sep 22, 2025 to Mar 25, 2026
- Charity clients · unset to 5.0Sep 22, 2025 to Mar 25, 2026
- HNW clients · 83 to 80Sep 22, 2025 to Mar 25, 2026
- Individual clients · 80 to 93Sep 22, 2025 to Mar 25, 2026
- Pooled vehicle clients · 24 to 29Sep 22, 2025 to Mar 25, 2026
- Assets in custody · $194M to $147MSep 22, 2025 to Mar 25, 2026
- Employees · 16 to 12Sep 22, 2025 to Mar 25, 2026
- Private funds · 24 to 30Sep 22, 2025 to Mar 25, 2026
- Discretionary RAUM · $382M to $423MSep 22, 2025 to Mar 25, 2026
- HNW RAUM · $232M to $249MSep 22, 2025 to Mar 25, 2026
- Individual RAUM · $19.2M to $25.1MSep 22, 2025 to Mar 25, 2026
- Pension RAUM · $10.2M to $6.8MSep 22, 2025 to Mar 25, 2026
- Pooled vehicle RAUM · $110M to $123MSep 22, 2025 to Mar 25, 2026
- RAUM · $382M to $423MSep 22, 2025 to Mar 25, 2026
- Accounts · 574 to 666Oct 31, 2024 to Apr 25, 2025
- Charity clients · 0.0 to unsetOct 31, 2024 to Apr 25, 2025
- HNW clients · 61 to 83Oct 31, 2024 to Apr 25, 2025
- Individual clients · 101 to 80Oct 31, 2024 to Apr 25, 2025
- Pooled vehicle clients · 17 to 24Oct 31, 2024 to Apr 25, 2025
- Assets in custody · $99.4M to $194MOct 31, 2024 to Apr 25, 2025
- Employees · 12 to 16Oct 31, 2024 to Apr 25, 2025
- Financial planning clients · 51-100 to 101-250Oct 31, 2024 to Apr 25, 2025
- Private funds · unset to 24Oct 31, 2024 to Apr 25, 2025
- Discretionary RAUM · $221M to $382MOct 31, 2024 to Apr 25, 2025
- HNW RAUM · $185M to $232MOct 31, 2024 to Apr 25, 2025
- Individual RAUM · $36.3M to $19.2MOct 31, 2024 to Apr 25, 2025
- Non-discretionary RAUM · $91.1M to $0Oct 31, 2024 to Apr 25, 2025
- Pension RAUM · $0 to $10.2MOct 31, 2024 to Apr 25, 2025
- Pooled vehicle RAUM · $91.1M to $110MOct 31, 2024 to Apr 25, 2025
- RAUM · $312M to $382MOct 31, 2024 to Apr 25, 2025
- Other offices · 2 to 1Jun 11, 2024 to Aug 12, 2024
- Accounts · 524 to 574Jun 26, 2023 to Mar 28, 2024
- Advisory employees · 2 to 3Jun 26, 2023 to Mar 28, 2024
- HNW clients · 51 to 61Jun 26, 2023 to Mar 28, 2024
- Individual clients · 92 to 101Jun 26, 2023 to Mar 28, 2024
- Pooled vehicle clients · 15 to 17Jun 26, 2023 to Mar 28, 2024
- Assets in custody · $250M to $99.4MJun 26, 2023 to Mar 28, 2024
- Employees · 11 to 12Jun 26, 2023 to Mar 28, 2024
- State-registered IARs · 2 to 3Jun 26, 2023 to Mar 28, 2024
- Discretionary RAUM · $177M to $221MJun 26, 2023 to Mar 28, 2024
Signals
5 dated events
- Scott Michael Stegg (Chief Compliance Officer) no longer on Schedule A of Valiant Wealth, Llc (listed 2024-08-12, absent 2024-10-31)Oct 31, 2024 · Control person left · inference
- Ryan Michael Jiskoot (President) appeared on Schedule A of Valiant Wealth, LlcJun 11, 2024 · Control person joined · fact
- William Paul Hassebroek (Member) no longer on Schedule A of Valiant Wealth, Llc (listed 2019-11-05, absent 2019-12-06)Dec 6, 2019 · Control person left · inference
- Scott Michael Stegg (Chief Compliance Officer) appeared on Schedule A of Valiant Wealth, LlcMar 6, 2019 · Control person joined · fact
- Valiant Wealth, Llc filed its initial SEC registration (Form ADV)Sep 29, 2016 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Valiant Wealth, LLC · Independent Sponsorsshared crd · capital_provider
- Valiant Wealth, LLC · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Business phone
- 515-223-6068reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/valiantwealthreportedpublic record, Form ADV, Sep 17, 2026
- Website
- valiantathlete.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 515-223-6068reportedpublic record, Form ADV, Mar 25, 2026
- Contact form
- valiantwealth.com/contactreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- valiantwealth.com/our-teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $141Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026