Data / Investment advisers / Arizona / Trajan Wealth, L.L.C.
Trajan Wealth, L.L.C., Scottsdale, AZ: $2.6 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Trajan Wealth, L.L.C. is an SEC registered investment adviser with its main office in Scottsdale, Arizona and reports $2.6 billion in regulatory assets under management in its Form ADV filed October 30, 2026. Its clients include individuals and high net worth individuals. It is paid through a percentage of assets under management and performance based fees.
The request: Watch Trajan Wealth, L.L.C. (CRD number 158847): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 158847
- SEC file number
- 801-100392
- SEC status
- Approved, effective June 29, 2015
- Main office
- 18700 North Hayden Road Suite 470, Scottsdale, AZ 85255
- Phone
- (480) 990-3300
- Regulatory AUM
- $2,601,785,971 in the Form ADV filed October 30, 2026
- Discretionary AUM
- $2,549,723,947
- Non discretionary AUM
- $52,062,024
- Accounts
- 18,370
- Employees
- 140, of which 46 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Other offices
- 37
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 9,598 | $1.70 billion |
| High net worth individuals | 1,035 | $906.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $2.60 billion | March 20, 2026 |
| December 1, 2025 | $1.97 billion | August 21, 2025 |
Other advisers in Scottsdale
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| United Planners' Financial Services of America a Limited Partner | Scottsdale | $12.77 billion | Not listed | adviserinfo.sec.gov |
| Balbec Capital Management LP | Scottsdale | $7.99 billion | 14 | adviserinfo.sec.gov |
| Ashton Thomas Private Wealth | Scottsdale | $6.01 billion | Not listed | adviserinfo.sec.gov |
| Stoker Ostler, a Part of BMO Financial Group | Scottsdale | $3.67 billion | Not listed | adviserinfo.sec.gov |
| Trek Financial | Scottsdale | $2.82 billion | Not listed | adviserinfo.sec.gov |
| Xcelsior Advisor Partners LLC | Scottsdale | $2.51 billion | Not listed | adviserinfo.sec.gov |
| Redwood Investment Management, LLC. | Scottsdale | $2.47 billion | Not listed | adviserinfo.sec.gov |
| Verus Capital Partners, LLC | Scottsdale | $2.29 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Scottsdale, AZ
- Investment advisers in Arizona
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Trajan Wealth, L.L.C. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.