Investment adviser · CRD 146911

VALIANT WEALTH, LLC

Investment adviser filing (IA)

WEST DES MOINES, IA, United States · Form ADV filed Mar 25, 2026

Regulatory AUM: $423M
Client accounts: 623
Employees: 12
Advisory professionals: 3

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	80	$248,829,388	58.8%
Pooled investment vehicles	29	$122,888,838	29.0%
Individuals	93	$25,126,641	5.9%
Charities	5	$19,450,877	4.6%
Retirement plans	Fewer than 5	$6,782,792	1.6%

Filing source

Form ADV 2081736 · Mar 25, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

30 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

VALIANT BMC, LLCPrivate Equity Fund · Last reported Mar 25, 2026$11MGross asset value

Form D fundraising filings

Valiant BMC, LLC

Custodian BANKERS TRUST COMPANY DES MOINES, Iowa, United States Related to adviser: No

Custodian EQUITY TRUST COMPANY WESTLAKE, Ohio, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

BANKERS TRUST COMPANY
LEI 549300FHEF6GQ6943A29

EQUITY TRUST COMPANY
LEI 213800A1TAYR8M4DDT38

Fund details & source

Fund ID: 805-3600872334
Reported beneficial owners: 69
Minimum commitment: $25K
Form D file number: 021-430185

Form ADV 2081736 · Mar 25, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

VALIANT CONSANO II, LLCPrivate Equity Fund · Last reported Mar 25, 2026$10.1MGross asset value

Form D fundraising filings

VALIANT CONSANO II, LLC

Custodian BANKERS TRUST COMPANY DES MOINES, Iowa, United States Related to adviser: No

Custodian EQUITY TRUST COMPANY WESTLAKE, Ohio, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

BANKERS TRUST COMPANY
LEI 549300FHEF6GQ6943A29

EQUITY TRUST COMPANY
LEI 213800A1TAYR8M4DDT38

Fund details & source

Fund ID: 805-9039974083
Reported beneficial owners: 53
Minimum commitment: $25K
Form D file number: 021-521568

Form ADV 2081736 · Mar 25, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

VALIANT WORLDWIDE STAGES SPRING HILL REALTY, LLCPrivate Equity Fund · Last reported Mar 25, 2026$10MGross asset value

Form D fundraising filings

Valiant Worldwide Stages Spring Hill Realty

Custodian BANKERS TRUST COMPANY DES MOINES, Iowa, United States Related to adviser: No

Custodian EQUITY TRUST COMPANY WESTLAKE, Ohio, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

BANKERS TRUST COMPANY
LEI 549300FHEF6GQ6943A29

EQUITY TRUST COMPANY
LEI 213800A1TAYR8M4DDT38

Fund details & source

Fund ID: 805-7947323906
Reported beneficial owners: 63
Minimum commitment: $25K
Form D file number: 021-415695

Form ADV 2081736 · Mar 25, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

VALIANT WORLDWIDE STAGES, LLCPrivate Equity Fund · Last reported Mar 25, 2026$10MGross asset value

Form D fundraising filings

Valiant Worldwide Stages, LLC

Custodian BANKERS TRUST COMPANY DES MOINES, Iowa, United States Related to adviser: No

Custodian EQUITY TRUST COMPANY WESTLAKE, Ohio, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

BANKERS TRUST COMPANY
LEI 549300FHEF6GQ6943A29

EQUITY TRUST COMPANY
LEI 213800A1TAYR8M4DDT38

Fund details & source

Fund ID: 805-8218117936
Reported beneficial owners: 51
Minimum commitment: $50K
Form D file number: 021-415682

Form ADV 2081736 · Mar 25, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

VALIANT CONSANO, LLCPrivate Equity Fund · Last reported Mar 25, 2026$9.88MGross asset value

Form D fundraising filings

VALIANT CONSANO, LLC

Custodian BANKERS TRUST COMPANY DES MOINES, Iowa, United States Related to adviser: No

Custodian EQUITY TRUST COMPANY WESTLAKE, Ohio, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

BANKERS TRUST COMPANY
LEI 549300FHEF6GQ6943A29

EQUITY TRUST COMPANY
LEI 213800A1TAYR8M4DDT38

Fund details & source

Fund ID: 805-6888004083
Reported beneficial owners: 56
Minimum commitment: $25K
Form D file number: 021-488875

Form ADV 2081736 · Mar 25, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

VALIANT BMC II, LLCPrivate Equity Fund · Last reported Mar 25, 2026$6.7MGross asset value

Form D fundraising filings

Valiant BMC II, LLC

Custodian BANKERS TRUST COMPANY DES MOINES, Iowa, United States Related to adviser: No

Custodian EQUITY TRUST COMPANY WESTLAKE, Ohio, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

BANKERS TRUST COMPANY
LEI 549300FHEF6GQ6943A29

EQUITY TRUST COMPANY
LEI 213800A1TAYR8M4DDT38

Fund details & source

Fund ID: 805-3905459932
Reported beneficial owners: 39
Minimum commitment: $25K
Form D file number: 021-486009

Form ADV 2081736 · Mar 25, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

VALIANT SHADOW CREEK, LLCReal Estate Fund · Last reported Mar 25, 2026$6.51MGross asset value

Form D fundraising filings

Valiant Shadow Creek, LLC

Custodian BANKERS TRUST COMPANY DES MOINES, Iowa, United States Related to adviser: No

Custodian EQUITY TRUST COMPANY WESTLAKE, Ohio, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

BANKERS TRUST COMPANY
LEI 549300FHEF6GQ6943A29

EQUITY TRUST COMPANY
LEI 213800A1TAYR8M4DDT38

Fund details & source

Fund ID: 805-9798472073
Reported beneficial owners: 36
Minimum commitment: $25K
Form D file number: 021-462531

Form ADV 2081736 · Mar 25, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 25, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Pension consulting

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

3408 WOODLAND AVE, SUITE 204
WEST DES MOINES, IA, 50266, United States

CRD 146911

Filing source

Form ADV 2081736 · Mar 25, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.