Valiant Wealth, Llc
- Regulatory AUM
- $423M
- Discretionary
- $423M
- Clients
- 207
- Avg AUM / client
- $2.0M
- Accounts
- 623
- Employees
- 12
AUM over time
Annual snapshots from Form ADV filings · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 93 | $25.1M | 5.94% |
| High net worth individuals | 80 | $249M | 58.8% |
| Pooled investment vehicles (non-investment companies) | 29 | $123M | 29.0% |
| Pension and profit sharing plans | 0 | $6.8M | 1.6% |
| Charitable organizations | 5 | $19.5M | 4.6% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Douglas Dean Vander Weide | Managing Member | CFP | Jun 2008 (18y) | 75% or more |
| Michael Ryan Jiskoot | President/Chief Compliance Officer | CFP | Mar 2021 (5y) | Less than 5% |
| Alec Edward Jackson | Registered representative | Aug 2023 (3y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 5.69 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $293M (69% of AUM) Mar 2026
- Bankers Trust Company $59.9M (25% of AUM) Jan 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗