Trajan Wealth, L.L.C.

RIASEC RegisteredEst. 2015
Total AUM
$2.6B
Discretionary
$2.5B
98% of AUM
Avg account
$142K
Accounts
18,370
Employees
140
Advisory reps
47

Firm details

Headquarters
Scottsdale, Arizona
CRD number
158847
Registered since
June 29, 2015
Website
trajanwealth.com
Custodians
BROKER DEALER AND CUSTODIAN, CUSTODIAL SERVICES
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Individuals65.17%
  • HNWI34.83%
Services
Portfolio Management for IndividualsSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Trajan Wealth, L.L.C. is an independent, SEC-registered registered investment adviser that began operating in 2015 and is owned by an individual. The firm serves primarily individual and family clients and acts as a capital allocator, combining discretionary portfolio management with selection of external managers and periodic publications or newsletters. Its business activities include insurance brokerage and other financial product distribution and the firm lists affiliations with accounting, law firm, and insurance company professionals. Fee arrangements include percentage-of-AUM billing along with performance-based and other fee structures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 46%, US Government Bonds 21%, Investment Grade Corp Bonds 17%, Cash & Cash Equivalents 8%, Non-Investment Grade Corp Bonds 4%, Public Funds/Mutual Funds 4%46%
  • Exchange Traded Equities46%
  • US Government Bonds21%
  • Investment Grade Corp Bonds17%
  • Cash & Cash Equivalents8%
  • Non-Investment Grade Corp Bonds4%

Owners & executives

3 of 3
  • Jeffrey Junior

    Jeffrey Junior

    Founder & CEOCRD 2940593

  • Shane Mcgreevy

    Shane Mcgreevy

    Chief Operating OfficerCRD 4250663

  • John DeMarco

    John DeMarco

    Chief Compliance OfficerCRD 4765257

Contacts

3 of 44
  • Paul Mann

    Paul Mann

    ManagerCRD 4008004

  • Jennifer Bennett

    Jennifer Bennett

    Wealth Fiduciary AdvisorCRD 6046961

  • Jeff Burch

    Jeff Burch

    ManagerCRD 4699224

Unlock 41 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 66

Active vs passive

$939M in ETFs

Passive

84%

$790M

Active

12%

$149M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$221M321,95623.54%
Unlock additional holdings →

Location

Primary office

Scottsdale, AZ

Maricopa

Location

Scottsdale, AZ

Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
Maricopa
Address
18700 N Hayden Rd
Time zone
MT (UTC-7)
Office locations

Similar firms

Redwood Investment Management, LLC

RIA

Scottsdale, AZ

AUM $2.5BTEAM 39REPS 4

Trek Financial

RIA

Scottsdale, AZ

AUM $2.8BTEAM 55REPS 63

Verus Capital Partners, LLC

RIA

Scottsdale, AZ

AUM $2.3BTEAM 68REPS 48

Stoker Ostler, A Part Of Bmo Financial Group

RIA

Scottsdale, AZ

AUM $3.7BTEAM 30REPS 20

Ironwood Investment Counsel, LLC

RIA

Scottsdale, AZ

AUM $1.8BTEAM 22REPS 12

Indigo Partners LLC

RIA

Scottsdale, AZ

AUM $1.7BTEAM 8REPS 3
More RIAs in Scottsdale →All Arizona RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth