SEC-Registered Investment Adviser
Trajan Wealth, L.L.C.
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated August 28, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- June 29, 2015
- Principal office
- 18700 North Hayden Road, Suite 470, Scottsdale, AZ 85255
- Organized as
- Limited Liability Company, AZ
- Fiscal year end
- December
- Other offices
- 37
Scale
- Regulatory AUM
- $2.6B
- Discretionary / non-discretionary
- $2.5B / $52.1M
- Accounts
- 18,370
- Clients
- 0
- Employees
- 140, 46 in advisory roles
- Funds with Form D records
- 1 issuer in AltStreet's ledger, $100,000 reported sold across them
Business, clients and compensation, as filed
- Advisory activities
- portfolio management for individuals and small businesses, selection of other advisers and publication of periodicals or newsletters
- Compensated by
- a percentage of assets under management and performance-based fees
- Client types
- individuals (other than high net worth) (9,598); high net worth individuals (1,035)
- Also engaged as
- insurance broker or agent
- Related persons include
- an accountant or accounting firm, a lawyer or law firm and an insurance company or agency
Form ADV Item 11 disclosures
No yes answers on Item 11 as of the latest Form ADV (August 28, 2026). Item 11 covers the firm and its advisory affiliates.
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.