Trajan Wealth, L.L.C. is an SEC registered investment adviser organized as a limited liability company with a primary office location in Scottsdale, AZ. Its latest Form ADV filing, dated March 20, 2026, reports $2.6B in regulatory assets under management, 140 employees, 37 offices, and 18,370 accounts.
Assets Under Management
$2.6B
Employees
140
Offices
37 offices
Total Clients
10,633
Primary office
SCOTTSDALE, AZ
18700 NORTH HAYDEN ROAD, SUITE 470, SCOTTSDALE, AZ, United States
Portfolio management for individuals and small businesses
Publication of periodicals or newsletters
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Other fee arrangements
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 90.3% of total clients.
Top client categories% of clientsClients
1
Individuals
90.3%
9,598
2
HNWI
9.7%
1,035
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.6Bas of March 20, 2026
Discretionary98.0%
$2.5B
98% of total RAUM98.0%
Non-discretionary2.0%
$52M
2% of total RAUM2.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$2.6B
Total Accounts18,370
10Y AUM Change+$2.5B (+1814.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees140
Clients per Employee76:1
10Y Employee Change+132 (+1650.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.