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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.

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

Valiant Wealth, LLC Global Highlights

Location
Employees

North America
21

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  • United States Of America
    21

Asia
2

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  • India
    2

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Valiant Wealth, LLC's Leadership

  • Stylized image of a person
    D. V. W.
    Chief Executive Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. J.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. L.
    Executive Assistant & Chief Executive Officer, Off
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. F.
    Vice President, Business Development
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. F.
    Director Of Financial Services
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. L.
    Director, Operations And Administration
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. H.
    Client Service Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. V. W.
    Senior Consultant
    Phone icon
    Mobile Phone

Valiant Wealth, LLC Employee Metrics

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

Contact profiles from Valiant Wealth, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. J.
    President
    Phone icon
    Mobile Phone
    United StatesIowa
    Apr 01, 2026
  • Stylized image of a person
    D. V. W.
    Chief Executive Officer
    Phone icon
    Mobile Phone
    United StatesKentucky
    Apr 15, 2026
  • Stylized image of a person
    S. L.
    Executive Assistant & Chief Executive Officer, Off
    Phone icon
    Mobile Phone
    Jan 14, 2025
  • Stylized image of a person
    P. F.
    Vice President, Business Development
    Phone icon
    Mobile Phone
    United StatesTennessee
    May 29, 2026
  • Stylized image of a person
    S. F.
    Director Of Financial Services
    Phone icon
    Mobile Phone
    United StatesIowa
    Apr 17, 2026
  • Stylized image of a person
    S. L.
    Director, Operations And Administration
    Phone icon
    Mobile Phone
    United StatesIowa
    Apr 15, 2026
  • Stylized image of a person
    B. H.
    Client Service Manager
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    D. V. W.
    Senior Consultant
    Phone icon
    Mobile Phone
    United StatesIowa
    May 30, 2026
  • Stylized image of a person
    D. W.
    Finance Assistant
    Phone icon
    Mobile Phone
    United StatesIowa
    Apr 01, 2026
  • Stylized image of a person
    A. E. J.
    Financial Planner
    Phone icon
    Mobile Phone
    Jun 08, 2026

Frequently Asked Questions

What is Valiant Wealth, LLC known for?

Minus sign iconPlus sign iconValiant Wealth, LLC was founded in 2008 operates in the Financial Services industry. The company's main headquarters is located in 3408 Woodland Avenue Suite 204 West Des Moines, Iowa 50265 United States; 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?

Minus sign iconPlus sign iconValiant 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?

Minus sign iconPlus sign iconValiant Wealth, LLC has approximately 18 employees as of June 2026. These team members are located across 3 continents, including North AmericaAsiaEurope.

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

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

  • Chief Executive Officer: D. V. W.
  • President: M. J.
  • Executive Assistant & Chief Executive Officer, Off: S. L.
  • Vice President, Business Development: P. F.
  • Director Of Financial Services: S. F.

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