What departments does Trajan Wealth LLC have?

Trajan Wealth LLC has employees across 3 departments including Finance, Program & Project Management, Administrative.

What is the largest department at Trajan Wealth LLC?

The largest department at Trajan Wealth LLC is Administrative with 4 employees.

Where are Trajan Wealth LLC employees located globally?

Trajan Wealth LLC has employees across 1 continents and 1 countries including United States Of America.

How has Trajan Wealth LLC's team size changed over time?

Trajan Wealth LLC's team has grown from approximately 89 to 106 employees based on available data.

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Trajan Wealth LLC Employee Directory

Financial ServicesArizona, United States51-200 Employees

Trajan Wealth LLC operates in the financial services industry as a Registered Investment Advisor focused on retirement planning and wealth management. The firm provides customized strategies designed to help clients prepare for retirement, dedicating time to understand goals and educate clients on available options under the guidance of fiduciary advisors.

Based in Scottsdale, Arizona, the firm serves individual investors navigating a changing economic landscape. It positions itself as a mid-sized advisory practice offering personalized oversight and ongoing client education. In November 2025, Trajan Wealth announced a partnership with Overlay Capital LLC to identify and create opportunities in the private market space.

Trajan Wealth LLC Global Highlights

North America
134

United States Of America
134

Trajan Wealth LLC's Leadership

J. J.
Managing Member And Chief Compliance Officer
Mobile Phone
Email
A. A.
Director
Mobile Phone
Email
I. S.
Director Of Finance
Mobile Phone
Email
M. C.
Senior Portfolio Manager
Mobile Phone
Email
B. S.
Portfolio Manager
Mobile Phone
Email
N. P. M.
Continuous Improvement Manager
Mobile Phone
Email
P. P.
Client Portfolio Manager
Mobile Phone
Email
A. S.
Fiduciary Advisor
Mobile Phone
Email

Trajan Wealth LLC Employee Metrics

100%

50%

2026

2025

Banking
Legal
Engineering
Program & Project Management
Business
Other
Finance

Contact profiles from Trajan Wealth LLC

Name

Title

Contact

Location

Last Update

A. A.
Social Media Specialist
Mobile Phone
Email
Jul 29, 2026
N. S.
Executive Assistant
Mobile Phone
Email
Oct 16, 2024

Frequently Asked Questions

What is Trajan Wealth LLC known for?

Trajan Wealth LLC was founded in 2012 and operates in the Financial Services industry. You can contact Trajan Wealth LLC's main corporate office by phone at

+1-480-990-****

. Explore Trajan Wealth LLC's company overview page for more information.

What is Trajan Wealth LLC's most common email format?

Trajan Wealth LLC employees' email format typically follows the pattern of First.Last@trajanwealth.com. Trying to find reliable and up-to-date employee contact data? Find more Trajan Wealth LLC email formats with LeadIQ.

How many employees does Trajan Wealth LLC have currently?

Trajan Wealth LLC has approximately 119 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Trajan Wealth LLC's key employees and leadership?

As of August 2026, Trajan Wealth LLC's key employees include:

Managing Member And Chief Compliance Officer: J. J.
Director: A. A.
Director Of Finance: I. S.
Senior Portfolio Manager: M. C.
Portfolio Manager: B. S.

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Trajan Wealth LLC Employee Directory

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