Trajan Wealth, LLC
Trajan Wealth, LLC (CRD# 158847) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $1,365,393,876 in 13,372 accounts and serve the financial needs of clients across 32 states (or territories).
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Total Assets Under Management1,365MILLION
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Total Number of Accounts13,372ACCOUNTS
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Average Account Value$102,108
- A percentage of assets under your management
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AR, AZ, CA, CO, FL, GA, HI, IA, ID, IL, LA, MI, MN, MO, MT, NC, NE, NM, NV, NY, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
Ruben Angulo (CRD# 6310019) is an Investment Advisor Representative working at Trajan Wealth, LLC in Scottsdale, AZ and has over 10 years of experience in the finance industry.
Marti Bryant (CRD# 6525610) is an Investment Advisor Representative working at Trajan Wealth, LLC in Scottsdale, AZ and has over 8 years of experience in the finance industry.
Michael Collins (CRD# 2157914) is an Investment Advisor Representative working at Trajan Wealth, LLC in Frisco, TX and has over 32 years of experience in the finance industry.
Nathan Faerber (CRD# 4715060) is an Investment Advisor Representative working at Trajan Wealth, LLC in Scottsdale, AZ and has over 20 years of experience in the finance industry.
Christopher Johnson (CRD# 5187990) is an Investment Advisor Representative working at Trajan Wealth, LLC in Scottsdale, AZ and has over 7 years of experience in the finance industry.
Jeffrey Junior (CRD# 2940593) is an Investment Advisor Representative working at Trajan Wealth, LLC in Scottsdale, AZ and has over 26 years of experience in the finance industry.
Andrew Justice (CRD# 3077074) is an Investment Advisor Representative working at Trajan Wealth, LLC in Loveland, CO and has over 17 years of experience in the finance industry.
Corbett Laduke (CRD# 2607935) is an Investment Advisor Representative working at Trajan Wealth, LLC in Scottsdale, AZ and has over 28 years of experience in the finance industry.
Timothy Lambros (CRD# 6070201) is an Investment Advisor Representative working at Trajan Wealth, LLC in Scottsdale, AZ and has over 11 years of experience in the finance industry.
Paul Mann (CRD# 4008004) is an Investment Advisor Representative working at Trajan Wealth, LLC in Scottsdale, AZ and has over 24 years of experience in the finance industry.