# Trajan Wealth, L.L.C.

> Trajan Wealth, L.L.C. is an SEC-registered investment advisory firm in Scottsdale, AZ, registered since 2015, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 28, 2026.

- CRD: 158847
- Filed as: TRAJAN WEALTH, L.L.C.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Scottsdale, AZ
- Filing period: October 2026
- Form ADV filing dated: August 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/158847
- AdvisorCensus page: https://advisorcensus.com/firm/trajan-wealth-l-l-c-scottsdale-az-158847

## Quick answers

**How is Trajan Wealth, L.L.C. compensated?**
On its Form ADV (Item 5.E, October 2026), Trajan Wealth, L.L.C. reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Trajan Wealth, L.L.C. located?**
Trajan Wealth, L.L.C.'s principal office is in Scottsdale, AZ, according to its Form ADV; the September 2026 filing also lists 43 other offices (Schedule D, Section 1.F).

**Is Trajan Wealth, L.L.C. registered with the SEC or a state?**
Trajan Wealth, L.L.C. is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 158847.

**How much does Trajan Wealth, L.L.C. manage?**
Trajan Wealth, L.L.C. reports $2,601,785,971 in regulatory assets under management in its Form ADV filing dated August 28, 2026 (98% discretionary).

**How have Trajan Wealth, L.L.C.'s assets and staff changed since 2021?**
In the Form ADV data for Trajan Wealth, L.L.C.: Regulatory assets under management: $653,736,835 in the October 2021 data and $2,601,785,971 in the October 2026 data, up 298%. Total employees: 52 in October 2021 and 140 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Trajan Wealth, L.L.C. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (9,598); high net worth individuals (1,035).

**Which custodians does Trajan Wealth, L.L.C. use?**
Trajan Wealth, L.L.C.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Axos Clearing LLC and Charles Schwab & Co., Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Trajan Wealth, L.L.C. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/158847

**Does Trajan Wealth, L.L.C. state an account minimum?**
Its Form ADV Part 2A brochure dated March 20, 2026 says: "TRAJAN WEALTH does not maintain a strict minimum account size. However, we generally seek to work with Clients whose circumstances allow us to deliver meaningful value through our advisory services."

**What changed in Trajan Wealth, L.L.C.'s recent Form ADV filings?**
In the September 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 20, 2026)

- Account minimum: None

> TRAJAN WEALTH does not maintain a strict minimum account size. However, we generally seek to work with Clients whose circumstances allow us to deliver meaningful value through our advisory services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Axos Clearing LLC
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $2,601,785,971
- Discretionary: $2,549,723,947
- Non-discretionary: $52,062,024

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9,598 | $1,695,475,819 |
| High net worth individuals | 1,035 | $906,310,152 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2015 (11 years)
- Employees: 140 total, 46 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Alpharetta, GA
- Arlington, TX
- Atlanta, GA
- Austin, TX
- Broomfield, CO
- Burbank, CA
- Carlsbad, CA
- Cary, NC
- Draper, UT
- Farmington, UT
- Fort Lauderdale, FL
- Fort Worth, TX
- Frisco, TX
- Ft Myers, FL
- Gilbert, AZ
- Goodyear, AZ
- Greenwood Village, CO
- Houston, TX
- Katy, TX
- Kennesaw, GA
- Lady Lake, FL
- Lakewood Ranch, FL
- Lawrenceville, GA
- League City, TX
- Los Angeles, CA
- Loveland, CO
- McKinney, TX
- Naperville, IL
- Naples, FL
- Orland Park, IL
- Park Ridge, IL
- Peoria, AZ
- Raleigh, NC
- San Antonio, TX
- Solana Beach, CA
- Southlake, TX
- Sugar Land, TX
- Sunrise, FL
- Tampa, FL
- The Woodlands, TX
- Tucson, AZ
- West Palm Beach, FL
- Windermere, FL

### Websites listed on Form ADV (Item 1.I)
- [retirementonthebrink.com](https://retirementonthebrink.com)
- [trajanwealth.com](https://trajanwealth.com)
- Facebook @TRAJANWEALTH
- Instagram @trajanwealth
- LinkedIn @TRAJAN-WEALTH-LLC
- TikTok @trajanwealth
- YouTube @trajanwealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $653,736,835 | 52 | September 2, 2021 |
| October 2022 | $1,054,443,957 | 67 | August 8, 2022 |
| October 2023 | $1,053,148,208 | 86 | March 24, 2023 |
| October 2024 | $1,365,393,876 | 102 | April 24, 2024 |
| October 2025 | $1,969,683,196 | 125 | February 21, 2025 |
| October 2026 | $2,601,785,971 | 140 | August 28, 2026 |

Regulatory assets under management: $653,736,835 in the October 2021 data and $2,601,785,971 in the October 2026 data, up 298%.
Total employees: 52 in October 2021 and 140 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 38 to 46.
- Regulatory assets under management went from $1,969,683,196 to $2,601,785,971 (+32%).
- Changed its office addresses in Austin, TX.
- Changed its office addresses in Fort Lauderdale, FL.
- Added an office in Burbank, CA.
- Added an office in Carlsbad, CA.
- Added an office in Cary, NC.
- Added an office in Ft Myers, FL.
- Added an office in Houston, TX.
- Added an office in Katy, TX.
- Added an office in Lakewood Ranch, FL.
- Added an office in League City, TX.
- Added an office in Los Angeles, CA.
- Added an office in Raleigh, NC.
- Added an office in Solana Beach, CA.
- No longer lists an office in Carmel, IN.
- No longer lists an office in Indianapolis, IN.
- No longer lists an office in Sarasota, FL.
- Registered or notice-filed in ME, ND, NH, RI, WV.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Trajan Wealth, L.L.C. (CRD 158847): Form ADV filing data as of October 2026.