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
Christopher Nowack (CRD# 5926354) is an Investment Advisor Representative working at Trajan Wealth, LLC in Scottsdale, AZ and has over 12 years of experience in the finance industry.
Stephen Shelvey (CRD# 2299381) is an Investment Advisor Representative working at Trajan Wealth, LLC in Scottsdale, AZ and has over 19 years of experience in the finance industry.
Arrin Simpson (CRD# 6362670) is an Investment Advisor Representative working at Trajan Wealth, LLC in Scottsdale, AZ and has over 9 years of experience in the finance industry.
Trevor Stauffer (CRD# 4997834) is an Investment Advisor Representative working at Trajan Wealth, LLC in Scottsdale, AZ and has over 18 years of experience in the finance industry.
Laurie Turley (CRD# 4242678) is an Investment Advisor Representative working at Trajan Wealth, LLC in Scottsdale, AZ and has over 22 years of experience in the finance industry.
Michael Wilson (CRD# 6715509) is an Investment Advisor Representative working at Trajan Wealth, LLC in Scottsdale, AZ and has over 7 years of experience in the finance industry.
Steven Woodhead (CRD# 6618247) is an Investment Advisor Representative working at Trajan Wealth, LLC in Scottsdale, AZ and has over 8 years of experience in the finance industry.
Jeff Burch (CRD# 4699224) is an Investment Advisor Representative working at Trajan Wealth, LLC in Scottsdale, AZ and has over 19 years of experience in the finance industry.
Brandon Gerfen (CRD# 6459499) is an Investment Advisor Representative working at Trajan Wealth, LLC in Scottsdale, AZ and has over 8 years of experience in the finance industry.
Thomas Kelleher (CRD# 7388671) is an Investment Advisor Representative working at Trajan Wealth, LLC in Scottsdale, AZ and has over 2 years of experience in the finance industry.