Bank / Wealth / TrustRIA · CRD 158847SEC-RegisteredPrivate Fund Adviser

Updated:

Trajan Wealth

Trajan Wealth was established in 2010. It functions as a US wealth manager and registered investment advisor. The firm pursues venture capital and growth...

Trajan Wealth logo

Trajan Wealth

Trajan Wealth was established in 2010. It functions as a US wealth manager and registered investment advisor. The firm pursues venture capital and growth strategies. It allocates across venture capital and growth investments. Geographic focus centers on the United States. AUM stands at $1.6 billion. No additional offices or team size data appear in records. No dated operational events from the last 24 months are recorded. The firm maintains a standard RIA structure without disclosed family-office governance or succession mechanisms.

General information

Firm type

Bank / Wealth / Trust

Year founded

2010

AUM

1.6B (Altss estimate)

Location

Region

North America

Country

United States

City

Scottsdale

Corporate office

18700 N Hayden Rd Suite 470, Scottsdale, AZ, United States

Sector focus

Venture CapitalGrowth

Frequently asked questions

Who runs investment decisions at Trajan Wealth?

No named principals or CIO appear in available records.

Does Trajan Wealth participate in fund commitments or only direct deals?

Records list venture capital and growth strategies without specifying fund versus direct allocation.

What investment stages does Trajan Wealth typically target?

Venture capital and growth stages are listed in strategy data.

Where does the underlying wealth come from?

No wealth-origin disclosure exists for Trajan Wealth.

Does Trajan Wealth maintain philanthropic structures?

No philanthropic vehicles are disclosed in the records.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on registered investment advisers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Scottsdale Bank / Wealth / Trust profiles