TRAJAN WEALTH, L.L.C.

CRD 158847File 801-100392

APPROVED

Retail clients

Filing as of Aug 28, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$2.60B

Top 25% of cohort (national)

Discretionary AUM

$2.55B

Non-discretionary $52.1M

Clients

10,633

18,370 accounts

Employees

140

Top 10% of cohort in AZ

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: Jun 29, 2015
Principal office: 18700 NORTH HAYDEN ROAD, SUITE 470, SCOTTSDALE, AZ, 85255
Phone: 480-990-3300
Website: HTTP://WWW.TRAJANWEALTH.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $2.60B
Discretionary AUM: $2.55B
Non-discretionary AUM: $52.1M
Discretionary accounts: 18,170
Non-discretionary accounts: 200
Total accounts: 18,370
AUM per client: $245K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	1,035	$906.3M
Individuals (other than high net worth individuals)	9,598	$1.70B

Compensation & activities

ADV Items 5E, 5G

Compensation

Performance-based fees
A percentage of assets under your management

Advisory activities

Publications
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Employees	125	140	increased by15
Apr 1, 2026	Clients	8,955	10,633	increased by1,678
Apr 1, 2026	AUM	$1,969,683,196	$2,601,785,971	increased by$632,102,775
Apr 1, 2026	Accounts	15,595	18,370	increased by2,775
May 1, 2025 vs Oct 1, 2022	Employees	67	125	increased by58
May 1, 2025 vs Oct 1, 2022	Clients	3,498	8,955	increased by5,457
May 1, 2025 vs Oct 1, 2022	AUM	$1,054,443,957	$1,969,683,196	increased by$915,239,239
May 1, 2025 vs Oct 1, 2022	Accounts	8,885	15,595	increased by6,710
Apr 1, 2022	Employees	52	67	increased by15
Apr 1, 2022	Clients	2,927	3,498	increased by571
Apr 1, 2022	AUM	$653,736,835	$1,054,443,957	increased by$400,707,122
Apr 1, 2022	Accounts	5,784	8,885	increased by3,101
Apr 1, 2021	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “TRAJAN WEALTH” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TRAJAN WEALTH” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.