What departments does Valiant Wealth, LLC have?

Valiant Wealth, LLC has employees across 3 departments including Banking, Business, Consultant.

What is the largest department at Valiant Wealth, LLC?

The largest department at Valiant Wealth, LLC is Banking with 2 employees.

Where are Valiant Wealth, LLC employees located globally?

Valiant Wealth, LLC has employees across 2 continents and 2 countries including India, United States Of America.

How has Valiant Wealth, LLC's team size changed over time?

Valiant Wealth, LLC's team has grown from approximately 12 to 13 employees based on available data.

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Valiant Wealth, LLC Employee Directory

Financial ServicesIowa, United States11-50 Employees

Valiant Wealth, LLC operates as a boutique financial services firm that provides multi-family office services and comprehensive financial planning. It supports clients across all aspects of their financial lives and maintains offices in West Des Moines, Iowa; Franklin, Tennessee; and Jupiter, Florida.

Positioned in the financial services industry, the firm emphasizes holistic wealth management tailored to individual circumstances rather than standardized solutions. In November 2023, the company announced the acquisition of Vexilar Inc., reflecting a strategic expansion.

Valiant Wealth, LLC Global Highlights

North America
19

United States Of America
19

Asia
2

India
2

Valiant Wealth, LLC's Leadership

S. L.
Executive Assistant & Chief Executive Officer, Off
Mobile Phone
Email
B. H.
Client Service Manager
Mobile Phone
Email
A. E. J.
Financial Planner
Mobile Phone
Email
K. B.
Entertainment Business Associate
Mobile Phone
Email
M. J. C. C.
Financial Advisor
Mobile Phone
Email
S. D.
Service Advisor
Mobile Phone
Email

Valiant Wealth, LLC Employee Metrics

100%

50%

2026

2025

Banking
Business
Business Development
Consultant
Accounting
Other

Contact profiles from Valiant Wealth, LLC

Name

Title

Contact

Location

Last Update

S. L.
Executive Assistant & Chief Executive Officer, Off
Mobile Phone
Email
Jan 14, 2025
B. H.
Client Service Manager
Mobile Phone
Email
Oct 23, 2024
A. E. J.
Financial Planner
Mobile Phone
Email
Jun 30, 2026
K. B.
Entertainment Business Associate
Mobile Phone
Email
Oct 22, 2024
M. J. C. C.
Financial Advisor
Mobile Phone
Email
Sep 04, 2025
S. D.
Service Advisor
Mobile Phone
Email
IndiaMaharashtra
Feb 02, 2024

Frequently Asked Questions

What is Valiant Wealth, LLC known for?

Valiant Wealth, LLC was founded in 2008 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-515-223-****

. Explore Valiant Wealth, LLC's company overview page for more information.

What is Valiant Wealth, LLC's most common email format?

Valiant Wealth, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Valiant Wealth, LLC email formats with LeadIQ.

How many employees does Valiant Wealth, LLC have currently?

Valiant Wealth, LLC has approximately 18 employees as of July 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Valiant Wealth, LLC's key employees and leadership?

As of July 2026, Valiant Wealth, LLC's key employees include:

Executive Assistant & Chief Executive Officer, Off: S. L.
Client Service Manager: B. H.
Financial Planner: A. E. J.
Entertainment Business Associate: K. B.
Financial Advisor: M. J. C. C.

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Valiant Wealth, LLC Employee Directory

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