Trajan Wealth, L.L.C.
● SEC registered since 2015CRD 158847SEC# 801-100392Scottsdale, AZ
Ranks #1,900 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$2.6B
Fund GAV
$14.7M
Private funds
2
Employees
140
Accounts
18,370
Location
Scottsdale, AZ
Trajan Wealth, L.L.C. assets under management
Trajan Wealth, L.L.C. is a registered investment adviser overseen by the SEC based in Scottsdale, AZ. The firm has been registered since 2015. It reports $2.6 billion in regulatory assets under management and employs 140 people. Trajan Wealth, L.L.C. manages 2 private funds with combined gross assets of $14.7 million, including Overlay Capital Innovation Fund Pv II, LP. By regulatory assets, it ranks 1,900 of 6,004 private fund managers.
Trajan Wealth, L.L.C. private funds
2 funds · $14.7M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Overlay Capital Innovation Fund Pv II, LP | Private Equity | $12.1M | $100K |
| Overlay Capital Innovation Fund Pv III, LP | Private Equity | $2.5M | $100K |
Trajan Wealth, L.L.C. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey Brent Junior Control | Managing Member | Over 75% | 2010 |
| John Michael Demarco | Chief Compliance Officer | Under 5% | 2024 |
| Shane Ryan McGreevy Control | Coo | Under 5% | 2019 |
Frequently asked questions
How much does Trajan Wealth, L.L.C. manage?
Trajan Wealth, L.L.C. reports $2.6 billion in regulatory assets under management on its Form ADV.
How many private funds does Trajan Wealth, L.L.C. manage?
Trajan Wealth, L.L.C. manages 2 private funds with combined gross assets of $14.7 million.
How many employees does Trajan Wealth, L.L.C. have?
Trajan Wealth, L.L.C. reports 140 employees.
Where is Trajan Wealth, L.L.C. located?
Trajan Wealth, L.L.C. is based in Scottsdale, AZ and has been SEC-registered since 2015.
Does Trajan Wealth, L.L.C. disclose fund performance?
Trajan Wealth, L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 18700 North Hayden Road, Suite 470, Scottsdale, AZ 85255 |
| Phone | 480-990-3300 |
| Fax | 480-534-1941 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.6B▲ 91%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 19%
Larger than 81% of 16,271 advisers
AUM vs fund managersTop 32%
Larger than 68% of 6,004 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 5%
More than 95% of 16,825 advisers
Assets under management
$2.6Bregulatory AUM
Discretionary $2.55BNon-discretionary $52.1M