Trajan Wealth
Finance · Arizona, United States · 51-200 Employees
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Overview
Headquarters
7702 E Doubletree Ranch Rd Ste 100, Scot...Phone Number
(480) 990-3300Website
www.trajanwealth.comRevenue
$10.1 MillionIndustry
ZI Rank: 3
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
4
3
3
2
3
3
About Trajan Wealth
Trajan Wealth is an independent financial services company dedicated to helping investors make sense of their current and future financial lives. As a Registered Investment Advisor (RIA), the company has the experience, knowledge and dedication needed to help clients in all stages of planning navigate the ever-changing economic landscape. The name Trajan was given to a Roman Emperor who reigned from 98 to 117 AD. Marcus Augustus, also known as Trajan, was credited for the largest growth in the Roman Empire. Trajan was given the nickname "Optimus," which means best, and he is considered the best of all Roman Caesars. Trajan the Emperor introduced programs that helped cities whose finances were strained and helped reduce taxation. Like the emperor, Trajan Wealth's values include low-cost, low-fee savings programs that can help minimize your tax burden. As an independent practice, the company has a fiduciary duty to put your best interests first.Explore more
Trajan Wealth Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
$5.9M
11-50
Private
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DN
Dustin NewtonFinancial Advisor & Registered Cpfa Principal & Certified Plan Fiduciary Advisor
Company Profile Activity
Activity Insights
Trajan Wealth is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Trajan Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Trajan Wealth.
Trajan Wealth financials insights
Gather financial insights about Trajan Wealth, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$1M
Trajan Wealth Tech Stack
A closer look at the technologies used by Trajan Wealth
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Most Recent Scoops
Hiring Plans
Trajan Wealth has more open roles in Legal than it has had at any time in the past 12 months with an increased focus that include Estate Planning, Estate Administration, and Compliance Implementation.
Hiring Plans
Hiring Plans
Trajan Wealth has more open roles in Legal than it has had at any time in the past 12 months.
Hiring Plans
Person-Based
Spending/Investment, Artificial Intelligence
Hiring Plans
Trajan Wealth has more open roles in Finance than it has had at any time in the past 12 months.
Hiring Plans
Hiring Plans
Hiring Plans
Trajan Wealth News & Media
Trajan Estate is Approved by Arizona Supreme Court as the First Alternative Business Structure
PHOENIX, March 24, 2021 /PRNewswire/ -- For the first time in the history of the legal profession, the Arizona Supreme Court has approved nonlawyer ownership of a law firm. Trajan Estate, LLC is the first law firm with a nonlawyer owner to be approved by the Arizona Supreme Court. Trajan...
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Frequently Asked Questions Regarding Trajan Wealth
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Trajan Wealth is an independent financial services company dedicated to helping investors make sense of their current and future financial lives. As a Registered Investment Advisor (RIA), the company has the experience, knowledge and dedication needed to help clients in all stages of planning navigate the ever-changing economic landscape. The name... Read More
