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TRAJAN WEALTH, L.L.C.
CRD 158847File 801-100392
APPROVED
Retail clients
Filing as of Mar 20, 2026
Feed vintage Aug 17, 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
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, 5GCompensation
- Other
- Other (described) — 1031 ADVISORY FEES
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.