What departments does Trajan Wealth LLC have?

Trajan Wealth LLC has employees across 8 departments including Finance, Operations, Engineering, Media & Communications, Business Development.

What is the largest department at Trajan Wealth LLC?

The largest department at Trajan Wealth LLC is Engineering with 9 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 102 employees based on available data.

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
123

United States Of America
123

Trajan Wealth LLC's Leadership

J. J.
Chief Executive Officer
Mobile Phone
Email
U. M.
Chief Investment Officer
Mobile Phone
Email
S. M.
Chief Operating Officer
Mobile Phone
Email
D. W.
Chief Administrative Officer (cao)
Mobile Phone
Email
R. G. A.
Vp Of Advisor Development & Investment Advisor Representative
Mobile Phone
Email
B. J.
President
Mobile Phone
Email
E. T.
Head Of Client Development
Mobile Phone
Email
D. B.
Co-Chief Investment Officer
Mobile Phone
Email

Trajan Wealth LLC Employee Metrics

100%

50%

0%

2026

2025

Banking
Legal
Engineering
Program & Project Management
Business
Other
Finance

Contact profiles from Trajan Wealth LLC

Name

Title

Contact Info

Location

Last Update

B. N.
Manager, Data Strategy And Reporting
Mobile Phone
Email
United StatesArizona
Jun 03, 2026
N. C. C.
Portfolio Manager
Mobile Phone
Email
United StatesArizona
Dec 01, 2025
R. H.
Content Creation Manager
Mobile Phone
Email
United StatesArizona
Feb 13, 2026
J. B.
Portfolio Manager
Mobile Phone
Email
United StatesArizona
Apr 14, 2026
T. C.
Client Services Manager
Mobile Phone
Email
United StatesArizona
Aug 11, 2025
F. M.
Portfolio Manager
Mobile Phone
Email
United StatesArizona
May 30, 2026
N. P. M.
Continuous Improvement Manager
Mobile Phone
Email
Oct 16, 2024
P. P.
Client Portfolio Manager
Mobile Phone
Email
Oct 16, 2024
C. W.
Senior Media Buyer
Mobile Phone
Email
United StatesArizona
Apr 15, 2026
M. S.
Senior Software Engineer
Mobile Phone
Email
United StatesArizona
Oct 15, 2025

Frequently Asked Questions

What is Trajan Wealth LLC known for?

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 Scottsdale, Arizona 85255 United States; you can contact the 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 . 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 111 employees as of May 2026. These team members are located across 1 continents, including North America.

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

As of May 2026, 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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Trajan Wealth LLC Employee Directory

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