The TRAJAN WEALTH is a privately held investment adviser that advises $2.62Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. TRAJAN WEALTH is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 300.23% over the last 5-years.
The Group has been registered with the SEC for 11.1 years and is comprised of 1 filing and 0 relying advisers. They operate out of 47 office locations with their Headquarters at 18700 NORTH HAYDEN ROAD SUITE 470, SCOTTSDALE, ARIZONA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 140 employees comprised of 46 investment and 94 non-investment staff. The total number of Employees increased by 169.23% over the last 5-years.
Their $2.62Bn in assets advised are owned by 2 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Individuals clients own $1.7Bn or 64.8% of Total Assets and High Net Worth Individuals own $906.31mn or 34.64% of Total Assets.
The Group's top investment strategies include Early Stage, representing 100% of total assets, respectively.
They advise 3 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 2 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees and performance-based fees.
TRAJAN WEALTH names 1 sub-adviser OVERLAY MANAGEMENT, LLC to 2 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.