TRAJAN WEALTH, L.L.C.
CRD #158847 SEC #801-100392 SCOTTSDALE, AZ 480-990-3300
SEC Registered Private Funds
Total AUM
$2B
Discretionary
$1.9B
Employees
125
Clients
0
Accounts
15,595
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $2B | $1.9B | $51M | 125 | 0 |
| Feb 2025 | $2B | $1.9B | $51M | 125 | 0 |
| Jan 2025 | $1.4B | $1.4B | $0 | 102 | 0 |
| Oct 2024 | $1.4B | $1.4B | $0 | 102 | 0 |
| Apr 2024 | $1.4B | $1.4B | $0 | 102 | 0 |
| Apr 2024 | $1.4B | $1.4B | $0 | 102 | 0 |
| Mar 2024 | $1.4B | $1.4B | $0 | 102 | 0 |
| Dec 2023 | $1.1B | $1B | $9.2M | 86 | 0 |
| Oct 2023 | $1.1B | $1B | $9.2M | 86 | 0 |
| Oct 2023 | $1.1B | $1B | $9.2M | 86 | 0 |
| Mar 2023 | $1.1B | $1B | $9.2M | 86 | 0 |
| Nov 2022 | $1.1B | $1B | $12M | 67 | 0 |
| Aug 2022 | $1.1B | $1B | $12M | 67 | 0 |
| Jun 2022 | $1.1B | $1B | $12M | 67 | 0 |
| Jun 2022 | $1.1B | $1B | $12M | 67 | 0 |
| May 2022 | $1.1B | $1B | $12M | 67 | 0 |
| Apr 2022 | $1.1B | $1B | $12M | 67 | 0 |
| Mar 2022 | $1.1B | $1B | $12M | 67 | 0 |
| Mar 2022 | $1.1B | $1B | $12M | 67 | 0 |
| Feb 2022 | $653.7M | $645.3M | $8.5M | 52 | 0 |
| Nov 2021 | $653.7M | $645.3M | $8.5M | 52 | 0 |
| Sep 2021 | $653.7M | $645.3M | $8.5M | 52 | 0 |
| May 2021 | $653.7M | $645.3M | $8.5M | 52 | 0 |
| Mar 2021 | $653.7M | $645.3M | $8.5M | 52 | 0 |
| Oct 2020 | $491.6M | $488.6M | $3M | 45 | 0 |
| Oct 2020 | $491.6M | $488.6M | $3M | 45 | 0 |
| Jul 2020 | $491.6M | $488.6M | $3M | 45 | 0 |
| Jun 2020 | $491.6M | $488.6M | $3M | 45 | 0 |
| Jun 2020 | $491.6M | $488.6M | $3M | 45 | 0 |
| May 2020 | $491.6M | $488.6M | $3M | 45 | 0 |
| Mar 2020 | $491.6M | $488.6M | $3M | 45 | 0 |
| Sep 2019 | $291.8M | $289.2M | $2.6M | 32 | 0 |
| Aug 2019 | $291.8M | $289.2M | $2.6M | 32 | 0 |
| Jun 2019 | $291.8M | $289.2M | $2.6M | 32 | 0 |
| Apr 2019 | $291.8M | $289.2M | $2.6M | 32 | 0 |
| Mar 2019 | $291.8M | $289.2M | $2.6M | 32 | 0 |
| Nov 2018 | $181.6M | $181.6M | $0 | 14 | 0 |
| Sep 2018 | $181.6M | $181.6M | $0 | 14 | 0 |
| Aug 2018 | $181.6M | $181.6M | $0 | 14 | 0 |
| Jul 2018 | $181.6M | $181.6M | $0 | 14 | 0 |
| May 2018 | $181.6M | $181.6M | $0 | 14 | 0 |
| Mar 2018 | $181.6M | $181.6M | $0 | 14 | 0 |
| Mar 2018 | $159.2M | $159.2M | $0 | 8 | 0 |
| Oct 2017 | $159.2M | $159.2M | $0 | 8 | 0 |
| Aug 2017 | $135.9M | $135.9M | $0 | 8 | 800 |
| Mar 2017 | $135.9M | $135.9M | $0 | 8 | 800 |
| Mar 2017 | $120M | $120M | $0 | 4 | 400 |
| Aug 2016 | $120M | $120M | $0 | 4 | 400 |
| Mar 2016 | $120M | $120M | $0 | 4 | 400 |
| Dec 2015 | $101.5M | $101.5M | $0 | 8 | 400 |
| Dec 2015 | $101.5M | $101.5M | $0 | 8 | 400 |
| Jun 2015 | $101.5M | $101.5M | $0 | 8 | 400 |
DateAug 2025
Total AUM$2B
Discretionary$1.9B
Non-Disc.$51M
Employees125
Clients0
DateFeb 2025
Total AUM$2B
Discretionary$1.9B
Non-Disc.$51M
Employees125
Clients0
DateJan 2025
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees102
Clients0
DateOct 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees102
Clients0
DateApr 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees102
Clients0
DateApr 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees102
Clients0
DateMar 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees102
Clients0
DateDec 2023
Total AUM$1.1B
Discretionary$1B
Non-Disc.$9.2M
Employees86
Clients0
DateOct 2023
Total AUM$1.1B
Discretionary$1B
Non-Disc.$9.2M
Employees86
Clients0
DateOct 2023
Total AUM$1.1B
Discretionary$1B
Non-Disc.$9.2M
Employees86
Clients0
DateMar 2023
Total AUM$1.1B
Discretionary$1B
Non-Disc.$9.2M
Employees86
Clients0
DateNov 2022
Total AUM$1.1B
Discretionary$1B
Non-Disc.$12M
Employees67
Clients0
DateAug 2022
Total AUM$1.1B
Discretionary$1B
Non-Disc.$12M
Employees67
Clients0
DateJun 2022
Total AUM$1.1B
Discretionary$1B
Non-Disc.$12M
Employees67
Clients0
DateJun 2022
Total AUM$1.1B
Discretionary$1B
Non-Disc.$12M
Employees67
Clients0
DateMay 2022
Total AUM$1.1B
Discretionary$1B
Non-Disc.$12M
Employees67
Clients0
DateApr 2022
Total AUM$1.1B
Discretionary$1B
Non-Disc.$12M
Employees67
Clients0
DateMar 2022
Total AUM$1.1B
Discretionary$1B
Non-Disc.$12M
Employees67
Clients0
DateMar 2022
Total AUM$1.1B
Discretionary$1B
Non-Disc.$12M
Employees67
Clients0
DateFeb 2022
Total AUM$653.7M
Discretionary$645.3M
Non-Disc.$8.5M
Employees52
Clients0
DateNov 2021
Total AUM$653.7M
Discretionary$645.3M
Non-Disc.$8.5M
Employees52
Clients0
DateSep 2021
Total AUM$653.7M
Discretionary$645.3M
Non-Disc.$8.5M
Employees52
Clients0
DateMay 2021
Total AUM$653.7M
Discretionary$645.3M
Non-Disc.$8.5M
Employees52
Clients0
DateMar 2021
Total AUM$653.7M
Discretionary$645.3M
Non-Disc.$8.5M
Employees52
Clients0
DateOct 2020
Total AUM$491.6M
Discretionary$488.6M
Non-Disc.$3M
Employees45
Clients0
DateOct 2020
Total AUM$491.6M
Discretionary$488.6M
Non-Disc.$3M
Employees45
Clients0
DateJul 2020
Total AUM$491.6M
Discretionary$488.6M
Non-Disc.$3M
Employees45
Clients0
DateJun 2020
Total AUM$491.6M
Discretionary$488.6M
Non-Disc.$3M
Employees45
Clients0
DateJun 2020
Total AUM$491.6M
Discretionary$488.6M
Non-Disc.$3M
Employees45
Clients0
DateMay 2020
Total AUM$491.6M
Discretionary$488.6M
Non-Disc.$3M
Employees45
Clients0
DateMar 2020
Total AUM$491.6M
Discretionary$488.6M
Non-Disc.$3M
Employees45
Clients0
DateSep 2019
Total AUM$291.8M
Discretionary$289.2M
Non-Disc.$2.6M
Employees32
Clients0
DateAug 2019
Total AUM$291.8M
Discretionary$289.2M
Non-Disc.$2.6M
Employees32
Clients0
DateJun 2019
Total AUM$291.8M
Discretionary$289.2M
Non-Disc.$2.6M
Employees32
Clients0
DateApr 2019
Total AUM$291.8M
Discretionary$289.2M
Non-Disc.$2.6M
Employees32
Clients0
DateMar 2019
Total AUM$291.8M
Discretionary$289.2M
Non-Disc.$2.6M
Employees32
Clients0
DateNov 2018
Total AUM$181.6M
Discretionary$181.6M
Non-Disc.$0
Employees14
Clients0
DateSep 2018
Total AUM$181.6M
Discretionary$181.6M
Non-Disc.$0
Employees14
Clients0
DateAug 2018
Total AUM$181.6M
Discretionary$181.6M
Non-Disc.$0
Employees14
Clients0
DateJul 2018
Total AUM$181.6M
Discretionary$181.6M
Non-Disc.$0
Employees14
Clients0
DateMay 2018
Total AUM$181.6M
Discretionary$181.6M
Non-Disc.$0
Employees14
Clients0
DateMar 2018
Total AUM$181.6M
Discretionary$181.6M
Non-Disc.$0
Employees14
Clients0
DateMar 2018
Total AUM$159.2M
Discretionary$159.2M
Non-Disc.$0
Employees8
Clients0
DateOct 2017
Total AUM$159.2M
Discretionary$159.2M
Non-Disc.$0
Employees8
Clients0
DateAug 2017
Total AUM$135.9M
Discretionary$135.9M
Non-Disc.$0
Employees8
Clients800
DateMar 2017
Total AUM$135.9M
Discretionary$135.9M
Non-Disc.$0
Employees8
Clients800
DateMar 2017
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees4
Clients400
DateAug 2016
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees4
Clients400
DateMar 2016
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees4
Clients400
DateDec 2015
Total AUM$101.5M
Discretionary$101.5M
Non-Disc.$0
Employees8
Clients400
DateDec 2015
Total AUM$101.5M
Discretionary$101.5M
Non-Disc.$0
Employees8
Clients400
DateJun 2015
Total AUM$101.5M
Discretionary$101.5M
Non-Disc.$0
Employees8
Clients400