Valiant Wealth, LLC logo

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.

Find Valiant Wealth, LLC employees' phone numbers or email addresses

Valiant Wealth, LLC Global Highlights

Location
Employees

North America
16

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  • United States Of America
    16

Valiant Wealth, LLC's Leadership

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

Valiant Wealth, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Business Development
  • Consultant
  • Other

Contact profiles from Valiant Wealth, LLC

Name
Title
Contact
Location
Last Update
  • Executive Assistant & Chief Executive Officer, Off at Valiant Wealth, LLC
    S. L.
    Executive Assistant & Chief Executive Officer, Off
    Jan 14, 2025
  • Client Service Manager at Valiant Wealth, LLC
    B. H.
    Client Service Manager
    Oct 23, 2024
  • Financial Planner at Valiant Wealth, LLC
    A. E. J.
    Financial Planner
    Sep 17, 2026
  • Entertainment Business Associate at Valiant Wealth, LLC
    K. B.
    Entertainment Business Associate
    Oct 22, 2024
  • Financial Advisor at Valiant Wealth, LLC
    M. J. C. C.
    Financial Advisor
    Sep 04, 2025

Frequently Asked Questions

What is Valiant Wealth, LLC known for?

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Valiant Wealth, LLC was founded in 2008 and operates in the Financial Services industry. You can contact Valiant Wealth, LLC's main corporate office by phone at . Explore Valiant Wealth, LLC's company overview page for more information.

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

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Valiant Wealth, LLC employees' email format typically follows the pattern of First@valiantwealth.com. 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?

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Valiant Wealth, LLC has approximately 19 employees as of August 2026. These team members are located across 1 continents, including North America.

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

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As of August 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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