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 23 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
AZ, CA, CO, FL, GA, ID, IL, LA, MI, MO, NE, NM, NV, NY, OK, OR, SD, TN, TX, UT, VA, WA, 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 Gilbert, 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 Scottsdale, AZ 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.