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Trajan Wealth, L.l.c. CRD 158847
$2.60B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
18700 North Hayden Road Suite 470, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2016-07-12 |
Branch Locations
18700 North Hayden Road Suite 470, Scottsdale, AZ 85255 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Laduke Enterprises Llp | Grand Junction | CO | 03/2002 | Present |
| Laduke And Wahrendorf Llc | Cave Creek | AZ | 04/2009 | 02/2019 |
| Trajan Wealth, Llc | Scottsdale | AZ | 06/2016 | Present |
(1) 3/15/2002, LADUKE ENTERPRISES LLP, PARTNER, REAL ESTATE/RENTAL PROPERTIES, COORDINATING SUB-CONTRACTORS ON HOME DEVELOPMENTS. GRAND JUNCTION, CO. NOT INVESTMENT RELATED LESS THAN 20 HOURS PER MONTH, 0 HOURS DURING SECURITIES TRADING HOURS; INSURANCE SALES; INVESTMENT-RELATED; INSURANCE AGENT; APPROXIMATELY 40 HRS/DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-22 |
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