Wealth manager, independent · Scottsdale, AZ
Trajan Wealth, L.L.C.
SEC-registered investment adviser · CRD 158847 · SEC 801-100392
At a glance
Trajan Wealth, L.L.C. is an SEC-registered investment adviser based in Scottsdale, Arizona, with $2.6 billion in regulatory assets under management as of its Form ADV filed August 28, 2026. Its largest client group by assets is individuals, and it reports 10,633 individual clients. By Form ADV it is a wealth manager, ranked 610th of 8,915 wealth managers and 3,098th of 17,210 SEC-registered advisers by assets.
Main office 480-990-3300trajanwealth.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $2.6B
- Rank among wealth managers
- #610 of 8,915
- Rank among all SEC RIAs
- #3,098 of 17,210
- Rank in Arizona
- #17 of 212
- Individual clients
- 10,633
- High-net-worth clients
- 1,035
- Accounts
- 18,370
- Discretionary
- 98% of AUM
- Employees
- 140
- Advisory staff
- 46
- Offices
- 38
Owners and executives on its Form ADV
- Jeffrey B. JuniorManaging Member
- Gregory S. WastekChief Compliance Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 9,598 | $1.7B | 65% |
| High-net-worth individuals | 1,035 | $906M | 35% |
Disciplinary disclosures
Trajan Wealth, L.L.C. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Selecting other advisers
- Periodicals or newsletters
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗trajanwealth.com ↗
AtlasMembers
The full record on Trajan Wealth, L.L.C.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 1,554 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Trajan Wealth, L.L.C. manage?
Trajan Wealth, L.L.C. reports $2.6 billion in regulatory assets under management across 18,370 accounts, 98% of it on a discretionary basis, on its Form ADV filed August 28, 2026.
What kind of firm is Trajan Wealth, L.L.C.?
Trajan Wealth, L.L.C. is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Trajan Wealth, L.L.C.’s clients?
By assets, its largest client types are individuals ($1.7 billion, 9,598 clients); high-net-worth individuals ($906 million, 1,035 clients).
Does Trajan Wealth, L.L.C. have any disciplinary history?
Trajan Wealth, L.L.C. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Trajan Wealth, L.L.C.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-28), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →