Trajan Wealth, L.L.C.
- Regulatory AUM
- $2.6B
- Discretionary
- $2.5B
- Clients
- 10,633
- Avg AUM / client
- $245K
- Accounts
- 18,370
- Employees
- 140
AUM over time
Annual snapshots from Form ADV filings · as of Mar 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 9,598 | $1.7B | 65.2% |
| High net worth individuals | 1,035 | $906M | 34.8% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $4.1M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Oveerlay Capital Innovation Fund Pv, Lp | Private Equity Fund | Delaware | $4.1M | 31 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Southwest Airlines Pilots Retirement Savings Plan Southwest Airlines Company | 2024 |
People (43)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Junior, Jeffrey, Brent | Managing Member | Dec 2010 (16y) | 75% or more | |
| Mcgreevy, Shane, Ryan | Coo | Apr 2019 (7y) | Less than 5% | |
| John Michael De Marco | Chief Compliance Officer | Aug 2023 (3y) | Less than 5% | |
| Corbett Michael Laduke | Registered representative | CFP | Jul 2016 (10y) | |
| Michael Joseph Wilson | Registered representative | Dec 2016 (10y) | ||
| Ruben Gerardo Angulo | Registered representative | Mar 2018 (8y) | ||
| Timothy Allen Lambros | Registered representative | Aug 2018 (8y) | ||
| Marti Lynne Bryant | Registered representative | Mar 2019 (7y) | ||
| Paul Edward Mann | Registered representative | Jul 2019 (7y) | ||
| Christopher Lowell Nowack | Registered representative | Feb 2020 (6y) | ||
| Trevor Christian Stauffer | Registered representative | Aug 2020 (6y) | ||
| Thomas Patrick Kelleher | Registered representative | Jun 2021 (5y) | ||
| Nathan Todd Haberman | Registered representative | CFP | Apr 2022 (4y) | |
| Andrew Charles Justice | Registered representative | Oct 2022 (4y) | ||
| Cody Richard Hall | Registered representative | CFA | Nov 2022 (4y) | |
| Stephen Francis Shelvey | Registered representative | CFP | Dec 2022 (4y) | |
| Jagger Austin Colarossi | Registered representative | Jan 2023 (4y) | ||
| Jennifer Christa Bennett | Registered representative | May 2023 (3y) | ||
| Jeff Tearle Burch | Registered representative | May 2023 (3y) | ||
| Samuel P Gabrielson | Registered representative | CFP | Sep 2023 (3y) | |
| Peter M Reilly | Registered representative | Feb 2024 (2y) | ||
| Terrence Patrick Hawkins | Registered representative | Jun 2024 (2y) | ||
| Justin Junker | Registered representative | Jul 2024 (2y) | ||
| Judah D Margulies | Registered representative | Sep 2024 (2y) | ||
| Alexys Z. Serchay | Registered representative | Oct 2024 (2y) | ||
| Dominick Lawrence Deangelis | Registered representative | CFP | Oct 2024 (2y) | |
| Alfred Michael Medina | Registered representative | Oct 2024 (2y) | ||
| Daniel Joseph Stange | Registered representative | Dec 2024 (2y) | ||
| Michael Anthony Marinelli | Registered representative | Dec 2024 (2y) | ||
| Erich William Spoonhour | Registered representative | Jan 2025 (2y) | ||
| Phillip Alegre Asuelo | Registered representative | CFP | Mar 2025 (1y) | |
| Darrin Scott Hansen | Registered representative | Apr 2025 (1y) | ||
| Blaire Elizabeth Underwood Simmons | Registered representative | Chartered Financial Consultant | Jun 2025 (1y) | |
| David Paul Hudson | Registered representative | Jul 2025 (1y) | ||
| Adam Cal | Registered representative | Sep 2025 (1y) | ||
| Nicholas Cvetanovich | Registered representative | Oct 2025 (1y) | ||
| Andrew Lloyd Stauff | Registered representative | Oct 2025 (1y) | ||
| Shaun Michael Aguilar | Registered representative | Jan 2026 (1y) | ||
| Michael Dalton Wood | Registered representative | Mar 2026 (0y) | ||
| Michael Lacivita | Registered representative | CFP | Apr 2026 (0y) | |
| Joseph Ray Evans | Registered representative | Jun 2026 (0y) | ||
| Doran Joseph O'brien | Registered representative | Jul 2026 (0y) | ||
| Gavin Bullock | Registered representative | Jul 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $4.1M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Oveerlay Capital Innovation Fund Pv, Lp | Private Equity Fund | $4.1M | $100K | 31 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Southwest Airlines Pilots Retirement Savings Plan | Southwest Airlines Company | 11,679 | $11.6B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/20/2026 | 1.59 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • 1031 ADVISORY FEES
Services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Publication of periodicals or newsletters
Custody
Reported custodians
- Charles Schwab & Co. $2.1B (81% of AUM) Mar 2026
- Axos Clearing $441M (17% of AUM) Mar 2026
- Raymond James $29.0M (10% of AUM) Sep 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 20, 2026.
View current Form ADV (SEC/IAPD) ↗