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TRAJAN WEALTH, L.L.C.

SCOTTSDALE, AZ · CRD 158847 · IAPD ↗ · 480-990-3300

$2.60BRegulatory AUM
46Advisory reps
140Employees
0Clients
0Planning clients
0Private funds
51States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — TRAJAN WEALTH, L.L.C. notice-filed in ME, ND, NH, RI, WV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
April 2026 — TRAJAN WEALTH, L.L.C. reported RAUM up 32% ($1.97B -> $2.60B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
78
April 2026 — TRAJAN WEALTH, L.L.C. grew from 38 to 46 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
March 2025 — TRAJAN WEALTH, L.L.C. added office(s): 28 -> 37 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
March 2025 — TRAJAN WEALTH, L.L.C. notice-filed in AK, AL, CT, DC, DE, KS, KY, MA, MD, MS, NJ, OH, VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
March 2025 — TRAJAN WEALTH, L.L.C. reported RAUM up 44% ($1.37B -> $1.97B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
February 2025 — TRAJAN WEALTH, L.L.C. notice-filed in IN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
May 2024 — TRAJAN WEALTH, L.L.C. notice-filed in AR, HI, IA, MN, MT, NC, PA, SC, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2024 — TRAJAN WEALTH, L.L.C. reported RAUM up 30% ($1.05B -> $1.37B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
75
April 2024 — TRAJAN WEALTH, L.L.C. now reports 1 private fund(s) ($4.1M gross).
Firm reports private funds for the first time.
Fund administrationCompliance

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.