Valiant Wealth, LLC

Overview

Valiant Wealth, LLC is based in West Des Moines, Iowa.³ Its website also lists a location in Franklin, Tennessee, in the Nashville area.³ The firm combines portfolio advice with services addressing family finances and personal affairs.¹⁴ It describes its offering as financial and lifestyle management for people with substantial professional and personal goals.⁴

History

Doug Vander Weide founded Valiant Wealth in 2008.⁵ SEC registration became effective on October 18, 2016.⁶

In June 2021, MusicRow reported that Valiant had recently opened an office in Franklin, Tennessee.⁷ The same report announced Pete Fisher's appointment as Entertainment Industry Advisor.⁷ It described his remit as including strategic guidance, evaluation of private equity opportunities and work involving entertainment, lifestyle and legacy services.⁷

Timeline

1. 2008Doug Vander Weide founded Valiant Wealth in 2008.
2. 2016SEC registration became effective on October 18, 2016.
3. 2021In June 2021, MusicRow reported that Valiant had recently opened an office in Franklin, Tennessee.

Leadership

The firm's team page identifies Doug Vander Weide as Founder and Michael Jiskoot as President.⁵ Michael O’Rourke is Vice President, and Shanell Freeseman is Vice President, Client Relations.⁵ Sandra Leinen is Director of Operations and Administration, while Thomas Jackowski is General Counsel.⁵ Dave Mally is Vice President, Tax Solutions, and Derek Johnson is Director of Strategic Finance.⁵

Jiskoot's published biography identifies him as a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER professional.⁸ It describes experience in business succession planning, mergers and acquisitions, investment evaluation and due diligence.⁸ The current team page lists Pete Fisher as Entertainment Industry Consultant.⁵

Services

Valiant provides ongoing portfolio management through separately managed accounts, along with financial planning.¹ Its planning work can address investments, insurance, retirement, education, tax considerations and borrowing.¹ The website also lists philanthropy, estate planning and risk management among its service areas.⁹

For wealthy individuals, the brochure describes potential additional services including personal accounting, lifestyle management, estate plan coordination, oversight of property management and family governance.¹ It also identifies referrals to affiliated businesses for business consulting and tax planning and preparation.¹

Valiant manages pooled investment vehicles as well as individual portfolios.¹ Its client relationship summary describes discretionary management, allowing the firm to make account trades under the authority agreed with the client.² That document treats financial planning and ongoing portfolio supervision as distinct engagements.²

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Estate planning
• Philanthropy
• Family governance and education
• Administration and bill pay
• Risk and insurance
• Retirement planning

Client focus

The firm's SEC Form ADV directory data as of March 25, 2026, lists individuals, high net worth individuals, pooled investment vehicles and charitable organizations among its clients.¹⁰ Its own website says it serves selected clients across the United States and addresses family, professional and personal financial needs.¹¹

The firm's entertainment connection is reflected in Fisher's role and the Franklin office expansion reported by MusicRow.⁵⁷ Its President's biography also describes work with individuals and families seeking help with financial goals.⁸

Investment philosophy and approach

The firm says its process begins by understanding a client's purpose, providing its perspective and developing a personal plan.⁹ It describes that plan as the basis for deciding which services the client needs.⁹

Valiant says its investment approach draws on academic research and considers each client's investment horizon and tolerance for risk.⁹ Its website emphasizes diversification, tax efficiency and access to public and private investments.⁹ The brochure says an investment policy statement records the client's circumstances and guides portfolio construction, monitoring and rebalancing.¹

Assets and minimums

The March 24, 2026 advisory brochure reports $423,078,536 in assets under management as of December 31, 2025, all managed with discretion.¹ The client relationship summary dated March 24, 2026 states a general relationship minimum of $100,000, which the firm may waive.²

By the numbers

FAQs

Related resources

• LocationMultifamily offices in Iowa

  The Multifamily offices in IA page gives an Iowa-focused starting point for comparing firms that serve affluent households and business owners. It helps readers place Valiant Wealth's investment management, financial planning, tax planning, estate planning, and family office services alongside providers available in that state.

• Network siteEstatePlanner.com

  EstatePlanner.com offers guides on wills, trusts, and related estate planning topics. Readers considering Valiant Wealth can use these materials to prepare questions about estate structures, philanthropy, family governance, succession, and coordination with their legal and financial advisers.

• Network siteFamilyOffices.com

  FamilyOffices.com provides resources and a community for single-family offices and wealthy families. Its articles and discussions can help a prospective client understand administration, bill pay, risk management, family education, and the practical responsibilities involved in working with a family office adviser.

• DataMFOs by decade founded

  The MFOs by decade founded page shows when listed multifamily offices began operating. Reviewing founding periods can give a family or business owner context for comparing firms by history while considering services such as investment management, retirement planning, estate planning, and family governance.

• Similar firmsLegacy Bridge Private Family Offices
  GRIT Family Office

  Profiles for Legacy Bridge Private Family Offices and GRIT Family Office offer additional points of comparison on MultifamilyOffices.com. Readers can review how other listed firms describe family office services, then consider which questions matter for Valiant Wealth's planning, administration, philanthropy, and investment work.

Sources

1. Valiant Wealth, Form ADV Part 2A Dated March 24, 2026. Assets as of December 31, 2025. Accessed October 22, 2026.
2. SEC IAPD, Valiant Wealth Client Relationship Summary Dated March 24, 2026. Accessed October 22, 2026.
3. Valiant Wealth, Locations Accessed October 22, 2026.
4. Valiant Wealth, Homepage Accessed October 22, 2026.
5. Valiant Wealth, Our Team Accessed October 22, 2026.
6. SEC IAPD, Valiant Wealth Firm Summary Registration effective October 18, 2016. Accessed October 22, 2026.
7. MusicRow, Valiant Wealth Family Office Adds Pete Fisher As Entertainment Industry Advisor Published June 14, 2021. Accessed October 22, 2026.
8. Valiant Wealth, Michael Jiskoot Accessed October 22, 2026.
9. Valiant Wealth, Why Valiant Accessed October 22, 2026.
10. SEC Form ADV via IAPD, as of 03/25/2026 Client categories from the supplied directory data merge.
11. Valiant Wealth, The Valiant Way Accessed October 22, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.