Trajan Wealth, L.L.C.

Firm record

As recorded in SEC IAPD

Firm CRD

158847

SEC number

801-100392

Firm type

RIA

Assets under management

$2.6B as of Mar 20, 2026

Website

www.youtube.com/@trajanwealth ↗

Phone

480-990-3300

Address

18700 North Hayden Road, Scottsdale, AZ, 85255

Advisors at this firm

39 in our index · page 1 of 1

• Ruben Gerardo AnguloCRD 6310019 · Tuscon, AZ
  IA Registered
• Shaun Michael AguilarCRD 7091376 · Frisco, TX
  IA RegisteredRegistration inactive
• Phillip Alegre AsueloCRD 7326160 · Scottsdale, AZ
  IA RegisteredRegistration inactive
• Jennifer Christa BennettCRD 6046961 · Scottsdale, AZ
  IA Registered
• Jeff Tearle BurchCRD 4699224 · Scottsdale, AZ
  IA RegisteredRegistration inactive
• Marti Lynne BryantCRD 6525610 · Alexandria, VA
  IA Registered
• Adam CalCRD 6154991 · Scottsdale, AZ
  IA RegisteredRegistration inactive
• Jagger Austin ColarossiCRD 6313378 · Scottsdale, AZ
  IA RegisteredRegistration inactive
• Nicholas CvetanovichCRD 5761711 · Scottsdale, AZ
  IA RegisteredRegistration inactive
• Dominick Lawrence DeangelisCRD 5772355 · Scottsdale, AZ
  IA RegisteredRegistration inactive
• John Michael DemarcoCRD 4765257 · Scottsdale, AZ
  IA RegisteredRegistration inactive
• Joseph Ray EvansCRD 2358241 · Draper, UT
  IA RegisteredRegistration inactive
• Samuel P GabrielsonCRD 6813627 · Scottsdale, AZ
  IA RegisteredRegistration inactive
• Nathan Todd HabermanCRD 6256605 · Edmond, OK
  IA RegisteredRegistration inactive
• Cody Richard HallCRD 6713179 · Austin, TX
  IA Registered
• Darrin Scott HansenCRD 2877277 · Las Vegas, NV
  IA Registered
• David Paul HudsonCRD 6137353 · Carlsbad, CA
  IA RegisteredRegistration inactive
• Terrence Patrick HawkinsCRD 5980860 · Naperville, IL
  IA RegisteredRegistration inactive
• Andrew Charles JusticeCRD 3077074 · Broomfield, CO
  IA Registered
• Justin JunkerCRD 7766020 · Scottsdale, AZ
  IA RegisteredRegistration inactive
• Thomas Patrick KelleherCRD 7388671 · Scottsdale, AZ
  IA Registered
• Michael LacivitaCRD 6790441 · Lake Oswego, OR
  IA Registered
• Corbett Michael LadukeCRD 2607935 · Scottsdale, AZ
  IA Registered
  Disclosure event(s) on record
• Timothy Allen LambrosCRD 6070201 · Tucson, AZ
  IA Registered
• Paul Edward MannCRD 4008004 · Scottsdale, AZ
  IA Registered
• Judah D MarguliesCRD 5530587 · Atlanta, GA
  IA RegisteredRegistration inactive
• Alfred Michael MedinaCRD 5331567 · Scottsdale, AZ
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Michael Anthony MarinelliCRD 6946475 · Sunrise, FL
  IA RegisteredRegistration inactive
• Christopher Lowell NowackCRD 5926354 · Scottsdale, AZ
  IA RegisteredRegistration inactive
• Peter M ReillyCRD 2830225 · The Woodlands, TX
  IA RegisteredRegistration inactive
• Stephen Francis ShelveyCRD 2299381 · Frisco, TX
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Daniel Joseph StangeCRD 6496997 · Tampa, FL
  IA RegisteredRegistration inactive
• Andrew Lloyd StauffCRD 6254406 · Tampa, FL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Trevor Christian StaufferCRD 4997834 · Draper, UT
  IA RegisteredRegistration inactive
• Alexys Z. SerchayCRD 5632527 · San Antonio, TX
  IA RegisteredRegistration inactive
• Erich William SpoonhourCRD 4593598 · Cary, NC
  IA RegisteredRegistration inactive
• Blaire Elizabeth Underwood SimmonsCRD 6417282 · Scottsdale, AZ
  IA RegisteredRegistration inactive
• Michael Joseph WilsonCRD 6715509 · Peoria, AZ
  IA Registered
• Michael Dalton WoodCRD 8030937 · Scottsdale, AZ
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.