SEC Form ADV

TRAJAN WEALTH, L.L.C.

Firm profile: Trajan Wealth — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserAZ

$2.6B

Assets Under Management

140

Employees

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Registration Details

Accession: crd-158847
Location: SCOTTSDALE, AZ
Filing Date: August 28, 2026
AUM: $2.6B
Employees: 140
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW Individuals

Private Funds

2 private funds reported on Form ADV Schedule D 7.B.1, $14.7M in combined gross assets.

OVERLAY CAPITAL INNOVATION FUND PV II, LPPrivate Equity Fund$12.1M
OVERLAY CAPITAL INNOVATION FUND PV III, LPPrivate Equity Fund$2.5M

About this Adviser

TRAJAN WEALTH, L.L.C. is a registered investment adviser headquartered in SCOTTSDALE, AZ, managing approximately $2.6B in assets. This data is sourced from the SEC's EDGAR database via Form ADV.

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