Phillip Alegre Asuelo

Employer firm

Trajan Wealth, L.l.c. CRD 158847

$2.60B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2022 → 02/2025
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 08/2018 → 05/2022
  Arizona State University
  Tempe, AZ
• 05/2021 → 08/2021
  Northwestern Mutual
  Gilbert, AZ
• 06/2020 → 08/2020
  Target
  Tempe, AZ
• 09/2015 → 06/2018
  South Kitsap High School
  Port Orchard, WA
• 06/2017 → 07/2018
  Dairy Queen
  Port Orchard, WA
• 11/2016 → 05/2017
  Pacsun
  Silverdale, WA
• 05/2019 → 07/2019
  Dairy Queen
  Port Orchard, WA
• 02/2025 → Present
  Trajan Wealth, Llc
  Scottsdale, AZ

Previous Registrations

• 2023-08-14 → 2025-03-03
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Other Businesses

Insurance Agent - Phillip will spend approx 30hr of his time monthly soliciting Insurance business related to his position at Trajan

Exams

• S66 Uniform Combined State Law Examination
  2022-08-15

Designations

• Certified Financial Planner

Other Names

• Phillip Alegre Asuelo
• Phil Alegre Asuelo
• Phillip Asuelo
• Alegre Asuelo
• Alegre Phillip Asuelo