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).

By the Numbers
  • Total Assets Under Management
    1,365
    MILLION
  • Total Number of Accounts
    13,372
    ACCOUNTS
  • Average Account Value
    $102,108
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Trajan Wealth, LLC
Showing 1 - 10 of 20 top financial advisors.
1
Ruben G. Angulo
CRD#: 6310019
7702 E. Doubletree Ranch Road, Suite 100, Scottsdale, AZ 85258

Ruben Angulo (CRD# 6310019) is an Investment Advisor Representative working at Trajan Wealth, LLC in Scottsdale, AZ and has over 9 years of experience in the finance industry.

2
Marti L. Bryant
CRD#: 6525610
7702 E. Doubletree Ranch Road, Suite 100, Scottsdale, AZ 85258

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.

3
Michael E. Collins
CRD#: 2157914
5285 Dallas Parkway, Suite 410, Frisco, TX 75034

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.

4
Nathan Faerber
CRD#: 4715060
3303 Baseline Road, Suite 101, Gilbert, AZ 85234

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.

5
Christopher L. Johnson
CRD#: 5187990
7702 E. Doubletree Ranch Road, Suite 100, Scottsdale, AZ 85258

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.

6
Jeffrey B. Junior
CRD#: 2940593
7702 E. Doubletree Ranch Road, Suite 100, Scottsdale, AZ 85258

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.

7
Andrew C. Justice
CRD#: 3077074
7702 E. Doubletree Ranch Road, Suite 100, Scottsdale, AZ 85258

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.

8
Corbett M. Laduke
CRD#: 2607935
7702 E. Doubletree Ranch Road, Suite 100, Scottsdale, AZ 85258

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.

9
Timothy A. Lambros
CRD#: 6070201
7702 E. Doubletree Ranch Road, Suite 100, Scottsdale, AZ 85258

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.

10
Paul E. Mann
CRD#: 4008004
7702 E. Doubletree Ranch Road, Suite 100, Scottsdale, AZ 85258

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.

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