Trajan Wealth, L.L.C.
Scottsdale, AZ·SEC-registered · CRD #158847
Trajan Wealth, L.L.C. is an SEC-registered investment advisory firm in Scottsdale, AZ managing $2.6B across 19k client accounts, with 46 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.6B
Client accounts
19k
Advisory staff
46
Fee model
Fee-only
How Trajan Wealth, L.L.C. is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Trajan Wealth, L.L.C.
How much does Trajan Wealth, L.L.C. manage?
Per its most recent SEC Form ADV filing (03/20/2026), Trajan Wealth, L.L.C. reports $2.6B in regulatory assets under management across roughly 19k client accounts.
How does Trajan Wealth, L.L.C. charge?
Trajan Wealth, L.L.C. is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Trajan Wealth, L.L.C. a fiduciary?
Yes. Trajan Wealth, L.L.C. is registered with the U.S. Securities and Exchange Commission (CRD #158847), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Trajan Wealth, L.L.C. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Trajan Wealth, L.L.C. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Scottsdale, AZ
Profile compiled from Trajan Wealth, L.L.C.'s public SEC Form ADV filing (CRD #158847, filed 03/20/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Trajan Wealth, L.L.C.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Trajan Wealth, L.L.C.? Claim this profile.