seo-company

Trajan Wealth LLC

Trajan Wealth helps our clients prepare for retirement with custom wealth management solutions. As a Registered Investment Advisor (RIA), we have the experience and knowledge to help navigate the ever...load more


Trajan Wealth LLC's Basic Information

Industry
Financial Services
Headquarters
Scottsdale, Arizona, United States
Founded Year
2012
Headcount
51 - 200 ( View All )
Specialties
SmartVestorEmerging MarketsRetirement planningestate planningWillsTrustsBusiness TaxesTax planningStock marketMoney ManagementIncome PlanningAnnuitiesInsurance401(k) Planning

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Employee Insights

Employee Function
Employee Location

Trajan Wealth LLC's Top Employees

people

Tami Hampshire

Chief Marketing Officer

Phone Email

people

Diane Woolley

Chief Administrative Officer (CAO)

Phone Email

people

Udayan Mitra, CFA

Chief Investment Officer

Phone Email

people

Rubén G. Angulo

VP of Advisor Development & Investment Advisor Representative

Phone Email

people

Mike Wilson, AIF®

Vice President and Financial Planner

Phone Email

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Frequently Asked Questions Regarding Trajan Wealth LLC

Where is Trajan Wealth LLC's headquarter located?
Trajan Wealth LLC's headquarter are located at United States.
How many employees does Trajan Wealth LLC have?
Trajan Wealth LLC has 51 - 200 employees.
What is Trajan Wealth LLC's official website?
Trajan Wealth LLC's official website is http://trajanwealth.com/
What industry does Trajan Wealth LLC belong to?
Trajan Wealth LLC is in the industry ofFinancial Services
What does Trajan Wealth LLC do?
Trajan Wealth helps our clients prepare for retirement with custom wealth management solutions. As a Registered Investment Advisor (RIA), we have the experience and knowledge to help navigate the ever...
What specialty does Trajan Wealth LLC have?
SmartVestorEmerging MarketsRetirement planningestate planningWillsTrustsBusiness TaxesTax planningStock marketMoney ManagementIncome PlanningAnnuitiesInsurance401(k) Planning
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