This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Axos · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-01-2010
- Office Locations
- 20
Office Locations
About Trajan Wealth, L.l.c.
Trajan Wealth is a veteran-led, fee-based fiduciary RIA providing integrated wealth management, retirement income planning, and coordinated estate & tax strategy for families nationwide. The team builds goal- and risk-aligned portfolios with ongoing monitoring; public filings show a heavily ETF- and fixed-income–oriented SMA mix. Supports both retail and institutional relationships and holds an A+ Better Business Bureau rating.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
CRM
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JEFFREY BRENT JUNIOR
Investment Advisor, Managing Member
- CRD
- #2940593
- Ownership
- 75% or more
John Michael DeMarco
Chief Compliance Officer
- CRD
- #4765257
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
Unlock allContacts
Shaun MICHAEL Aguilar
Fiduciary Advisor
- CRD
- #7091376
RUBEN GERARDO ANGULO
Trajan Wealth Fiduciary Advisor
- CRD
- #6310019
Showing 2 of 43 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,549,723,947 | $140,326 |
| Non-Discretionary | $52,062,024 | $260,310 |
| Total | $2,601,785,971 | $141,632 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing