Trajan Wealth, L.L.C.

Trajan Wealth, L.L.C. provides discretionary and non‑discretionary investment advisory services to individuals and retail investors, including high‑net‑worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. As of December 31, 2025 the firm reported roughly $2.6 billion in assets under management across about 10,633 client relationships served by 45 employee advisors, implying a client load exceeding 200 clients per advisor.

The firm describes a generally long‑term, disciplined investment approach that emphasizes stocks, ETFs and occasional mutual funds, with portfolios tailored to clients’ risk tolerances, tax situations, legacy holdings and other unique circumstances. Advisors are employees of the firm and may manage accounts on a discretionary basis while coordinating with affiliated tax and estate professionals and with licensed insurance agents as part of an integrated planning process.

Trajan Wealth makes alternative private‑market investments available to eligible clients and discloses participation at both the company and fund level, including board membership and minority interests, and the use of performance‑based fees (carried interest) for certain private market offerings. The combination of private fund involvement and carried‑interest arrangements, common‑ownership affiliations with a tax practice and an estate law practice, licensed insurance sales by its advisors, and its relatively high client‑per‑advisor ratio are features that set the firm apart from many multi‑team peers.