Allocator Index · CRD 158847

TRAJAN WEALTH, L.L.C.

Scottsdale, AZ · 480-990-3300 · youtube.com/@trajanwealth

SEC IAPD record ↗

Fit score

70

  • hnw>=500+22
  • aum $250M-$3.0B+22
  • any_private_fund+22
  • employees 61-200+4

HNW clients

1,035

Other individuals

9,598

HNW assets

$906.3M

Total AUM

$2.6B

Employees

140

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

FundTypeGross asset value
OVERLAY CAPITAL INNOVATION FUND PV II, LPPrivate Equity Fund$12.1M
OVERLAY CAPITAL INNOVATION FUND PV III, LPPrivate Equity Fund$2.5M