Trajan Wealth, L.L.C.

Overview

Trajan Wealth, L.L.C. is an independent registered investment adviser that appears to position itself as a wealth manager for individuals and families with both advisory and insurance capabilities. The firm registered with the SEC in 2015 and is structured as an LLC with individual ownership. Its advisory services include discretionary portfolio management for individuals and small businesses, selecting third‑party advisers, and publishing periodicals or newsletters. Trajan also operates as an insurance broker and maintains professional relationships with accountants, law firms and insurance companies. The firm bills clients primarily as a percentage of assets under management and can also use performance‑based fee arrangements. It identifies as a capital allocator, meaning it places client capital with external alternative managers in addition to managing traditional securities. Trajan does not present itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices