TRAJAN WEALTH, L.L.C.
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
FINTRXOverview
Trajan Wealth, L.L.C. is an independent registered investment adviser organized as an LLC and SEC-registered since 2015. The firm serves individual and family clients and identifies itself as a capital allocator, combining portfolio management with selection of third‑party managers. Revenue is generated through asset‑based fees, performance‑linked fees and other arrangements. Beyond advisory services, the firm has business activities that include insurance brokerage, law‑firm services and other financial product distribution, and it lists industry affiliations with accountants, law firms and insurance companies. Trajan publishes periodicals or newsletters as part of its advisory offering and focuses its advisory work on individuals and small businesses.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities46%
- US Government Bonds21%
- Investment Grade Corp Bonds17%
- Cash & Cash Equivalents8%
- Non-Investment Grade Corp Bonds4%
Owners & executives
3 of 3JEFFREY JUNIOR
Founder & CEOCRD 2940593
SHANE MCGREEVY
Chief Operating OfficerCRD 4250663
John DeMarco
Chief Compliance OfficerCRD 4765257
Contacts
3 of 40PAUL MANN
ManagerCRD 4008004
JENNIFER BENNETT
Wealth Fiduciary AdvisorCRD 6046961
JEFF BURCH
ManagerCRD 4699224
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 63Active vs passive
$852M in ETFs
87%
$737M
12%
$115M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $203M | 338,912 | 23.76% |
Location
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
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