Trajan Wealth LLC

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CAFR Data
Trajan Wealth LLC
CRD #158847
SEC #801-100392
CIK #
AUM $291.8 MM (99% Disc, 100% US)
Employees32 (41% Investors, 0% Brokers)
Phone480-990-3300
Address7702 E Doubletree Ranch Road
Scottsdale, AZ 85258
Source [IAPD] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
2952361771185902011201420172020
Comparable Firms State AUM ($BB)
Wimmer Associates I LLC
CA 0.3
Premise Capital LLC
IL 0.3
HAYS Advisory LLC
TN 0.3
Hines & Warner Wealth Management LLC
OR 0.3
SHP Wealth Management LLC
MA 0.3
Winch Advisory Services LLC
WI 0.3
Allegis Investment Advisors LLC
ID 0.3
Harbour Investment Management LLC
WA 0.3
Sandstone Asset Management Inc
0.3
Magnetar Investment Management LLC
IL 0.3
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