← Back to searchVisit website
TRAJAN WEALTH, L.L.C.
CRD 158847 · SEC 801-100392
18700 NORTH HAYDEN ROAD, SUITE 470, SCOTTSDALE, AZ, 85255, United States
Phone
480-990-3300
Fax
480-534-1941
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.60B
Discretionary AUM
$2.55B
Team
140 total employees; 46 advisory reps
Clients
0
Fees
Percentage of AUM; Performance-based fees; 1031 ADVISORY FEES
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisersPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 9598 | $1.70B |
| High net worth individuals | 1035 | $906.3M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- https://www.youtube.com/@trajanwealth
- HTTP://WWW.FACEBOOK.COM/TRAJANWEALTH
- HTTP://WWW.LINKEDIN.COM/COMPANY/TRAJAN-WEALTH-LLC/
- HTTP://WWW.TRAJANWEALTH.COM
- https://trajanestate.com/
- https://www.instagram.com/trajanwealth/
- https://www.tiktok.com/@trajanwealth/
- https://retirementonthebrink.com/
- https://estatelawyers.law/
Official SEC filing: View on IAPD