Wealth Manager
    SEC Registered

    Trajan Wealth, L.L.C.

    Registered investment advisor · Scottsdale, Arizona · CRD #158847

    Assets Under Management
    $2.6B
    Client Accounts
    18,370
    Employees
    140
    CRD Number
    158847
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Trajan Wealth, L.L.C.

    Trajan Wealth LLC is a financial services firm founded in 2012, offering investment advisory and tax services with a focus on personalized wealth management and strategic planning. They have 51-200 employees and are registered with the SEC.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Trajan Wealth, L.L.C.

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Trajan Wealth, L.L.C.'s AUM?

    Trajan Wealth, L.L.C. reports approximately $2.6B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Trajan Wealth, L.L.C. headquartered?

    Trajan Wealth, L.L.C. is headquartered in Scottsdale, Arizona.

    What is Trajan Wealth, L.L.C.'s CRD number?

    Trajan Wealth, L.L.C.'s CRD number is 158847. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Trajan Wealth, L.L.C. manage?

    Trajan Wealth, L.L.C. manages approximately 18,370 client accounts according to its latest SEC filing.

    Is Trajan Wealth, L.L.C. SEC registered?

    Yes, Trajan Wealth, L.L.C. is registered with the SEC as an investment adviser with an approved registration status.

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