Trajan Wealth LLC Employee Directory

Financial ServicesArizona, United States51-200 Employees

Trajan Wealth helps our clients prepare for retirement with custom wealth management solutions. As Registered Investment Advisors, we have the experience and knowledge to help navigate the ever-changing economic landscape. We dedicate the time needed to listen to your goals and educate you on your options. Speak to our fiduciary advisors today or lean more at TrajanWealth.com.

Find Trajan Wealth LLC employees' phone numbers or email addresses

Trajan Wealth LLC Global Highlights

Location
Employees

North America
117

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  • United States Of America
    117

Trajan Wealth LLC's Leadership

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    J. J.
    Chief Executive Officer
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    U. M.
    Chief Investment Officer
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    S. M.
    Chief Operating Officer
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    D. W.
    Chief Administrative Officer (cao)
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    R. G. A.
    Vp Of Advisor Development & Investment Advisor Representative
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    B. J.
    President
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    E. T.
    Head Of Client Development
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    D. B.
    Co-Chief Investment Officer
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Contact profiles from Trajan Wealth LLC

Name
Title
Contact Info
Location
Last Update
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    J. B.
    Portfolio Manager
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    United StatesArizona
    Nov 13, 2025
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    T. C.
    Client Services Manager
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    United StatesArizona
    Aug 11, 2025
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    F. M.
    Portfolio Manager
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    United StatesArizona
    Sep 10, 2025
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    B. M.
    Client Development Manager
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    United States
    Jun 26, 2025
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    N. P. M.
    Continuous Improvement Manager
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    Oct 16, 2024
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    P. P.
    Client Portfolio Manager
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    Oct 16, 2024
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    R. P. S.
    Senior Salesforce Developer
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    United StatesNew Mexico
    Nov 16, 2025
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    M. S.
    Senior Software Engineer
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    United StatesArizona
    Oct 15, 2025
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    B. R.
    Data Engineer
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    United StatesArizona
    Nov 04, 2025
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    D. W.
    Project Administrator
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    United StatesArizona
    Nov 10, 2025

Frequently Asked Questions

What is Trajan Wealth LLC known for?

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Trajan Wealth LLC was founded in 2012 operates in the Financial Services industry. The company's main headquarters is located in 18700 North Hayden Road, Suite 470; you can contact the main corporate office by phone at . Explore Trajan Wealth LLC's company overview page for more information.

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

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Trajan Wealth LLC employees' email format typically follows the pattern of . 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?

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Trajan Wealth LLC has approximately 102 employees as of December 2025. These team members are located across 1 continents, including North America.

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

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As of December 2025, Trajan Wealth LLC's key employees include:

  • Chief Executive Officer: J. J.
  • Chief Investment Officer: U. M.
  • Chief Operating Officer: S. M.
  • Chief Administrative Officer (cao): D. W.
  • Vp Of Advisor Development & Investment Advisor Representative: R. G. A.

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