Advisor at Trajan Wealth, L.L.C.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Trajan Wealth, L.L.C.
Location
Atlanta, GA 30326
Credentials
Series 66
Industry experience
12 years
Judah Margulies is a financial advisor at Trajan Wealth, L.L.C. in Atlanta, GA, with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Strategic Blueprint, LLC, The Strategic Financial Alliance, Inc., Equitable Advisors, LLC, and AXA Advisors, LLC. Margulies is also involved in insurance sales as a licensed insurance agent. Trajan Wealth serves individual and high-net-worth clients, as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial planning, and access to alternative investments, using a tailored investment process documented in an investment policy statement.
Based on Trajan Wealth, L.L.C.
Based on Trajan Wealth, L.L.C.
$0+: 0.50% to 1.50% annually Smaller account sizes or additional servicing+: 1.50% to 2.00% annually
Management fee up to 2.00% plus performance or carry fee not to exceed 25% of gain in valuation on Private Market offerings.
3355 Lenox Road Ne, Suite #750
Atlanta, GA 30326
Georgia
Trajan Wealth LLC
2024 - Present (2 years)
Strategic Blueprint, LLC
2021 - 2024 (3 years)
The Strategic Financial Alliance, Inc.
2021 - 2024 (3 years)
Equitable Advisors
2013 - 2020 (7 years)
AXA Advisors, LlC
2013 - 2020 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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