RIA Intel›Advisers›Arizona›TRAJAN WEALTH, L.L.C.

TRAJAN WEALTH, L.L.C.

Advisory

N·SCOTTSDALE, AZ

Data as of Mar 20, 2026 · Source: SEC Form ADV

Total AUM

$2.6B

1-Year AUM Growth

+29.6%

3-Year CAGR

+27.0%

Employees

46

Assets Under Management

Total AUM$2.6B

Discretionary AUM$2.5B

Non-Discretionary AUM$52M

Discretionary %98%

Total Clients8,955

Team

Total Employees46

Investment Advisers140

Employee Growth (1Y)+13.3%

Filing History

Total Filings on Record49

First FilingJun 10, 2015

Latest FilingMar 20, 2026

🔒 Full AUM trend chart and 49 historical filings spanning 11+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on TRAJAN WEALTH, L.L.C.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.