Trajan Wealth Llc

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Description

  • Trajan Wealth is an independent financial services company dedicated to helping affluent investors make sense of their current and future financial lives. As a Registered Investment Advisor (RIA), we have the experience, knowledge and dedication to help navigate the ever changing economic landscape.The name Trajan was given to a Roman Emperor who reigned from 98 to 117 AD. Marcus Augustus, also known as Trajan, was credited for the largest growth in the Roman Empire. Trajan was given the nickname Optimus, which means best, and he is considered the best of all Roman Caesars.Trajan the Emperor introduced programs that helped cities whose finances were strained and helped reduce taxation. Like the emperor, Trajan Wealth's values include low cost, low fee savings programs that will either help reduce or diminish your tax burden. As an independent Registered Investment Advisor, we have a fiduciary duty to put your best interests first.
  • location

    Headquarters:7702 East Doubletree Ranch Road #100, Scottsdale, Arizona, United States

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  • Trajan Wealth Llc phone

    Phone Number: +1 480-214-9835

  • Trajan Wealth Llc website

    Website: https://www.trajanwealth.com

  • Trajan Wealth Llc employees

    Employees:41

  • Trajan Wealth Llc revenue

    Revenue:$1 - 10M

  • Trajan Wealth Llc legal name

    Legal Name:Trajan Wealth Llc

  • Trajan Wealth Llc's Social Media

    Trajan Wealth Llc linkedin Trajan Wealth Llc facebook Trajan Wealth Llc twitter
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  • |  NAICS Code: 523930  |

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Person level website identification

Chief Investment Officer for Trajan Wealth Llc

Udayan Mitra

Chief Investment Officer

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View Employees

Udayan Mitra

Chief Investment Officer

Sterling Russell

Director Of Fixed Income

Diane Woolley

Director Of Office Development

Eric Tseng

Head Of Client Development

Amanda Elgey

Director Of Human Resources

Frequently Asked Questions regarding Trajan Wealth Llc

  • Where are Trajan Wealth Llc's Headquarters?

    Trajan Wealth Llc's Headquarters are in 7702 East Doubletree Ranch Road #100,Scottsdale,Arizona,United States

  • What is Trajan Wealth Llc's phone number?

    Trajan Wealth Llc's phone number is +1 480-214-9835

  • What is Trajan Wealth Llc's official website?

    Trajan Wealth Llc's official website is https://www.trajanwealth.com

  • What is Trajan Wealth Llc's Revenue?

    Trajan Wealth Llc's revenue is $1 - 10M

  • What is Trajan Wealth Llc's NAICS code?

    Trajan Wealth Llc's NAICS code is 523930

  • How many employees are working in Trajan Wealth Llc

    Trajan Wealth Llc has 41 employees

  • What is Trajan Wealth Llc's Industry?

    Trajan Wealth Llc is in the industry of Financial Services

  • Who is Trajan Wealth Llc's Chief Investment Officer?

    Trajan Wealth Llc's Chief Investment Officer is Udayan Mitra

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