TRAJAN WEALTH, L.L.C.
SEC Form ADV profile.
Total regulatory AUM
$2,601,785,971
Discretionary
$2,549,723,947
Non-discretionary
$52,062,024
Firm details
- CRD number
- 158847
- SEC file number
- 801-100392
- Main office
- SCOTTSDALE, AZ, United States
- Employees
- 140
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Performance-based
As of October 2026.