Trajan Wealth

$26.0M revenue • 120 employees • 510 Co Rd 466 Rm 201D, Lady Lake, FL, 32159, United States

Last Updated Aug 28, 2026

Company Overview

Company Name

Trajan Wealth

Address

510 Co Rd 466 Rm 201D, Lady Lake, FL, 32159, United States

Approx. Annual Revenue

$26.0M

Employees

120

Established

2011

Google Reviews

5.0 (2 reviews)

Locations

55

About Trajan Wealth

Trajan Wealth is a financial services company based in Goodyear, Arizona, United States. The company offers a range of services, including private wealth management, custom portfolio design, 401(k) rollovers, private equity investing, retirement planning, and estate planning.

Business Profile

Read from the Trajan Wealth website. Hover an item to see the exact wording it came from.

Ownership (as declared by the business)

Recent changes

What changed on the Trajan Wealth website and Google listing, as detected by Coldlytics on each visit.

  1. Google reviews went from 8 to 9

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Trajan Wealth locations

55 Google Business Profile listings, showing 30.

LocationGoogle categoryReviewsStatus
510 Co Rd 466 Rm 201D, Lady Lake, FLprimary— 5.0 (2)Claimed
50 N Laura St Ste 2500, Jacksonville, FL——Claimed
300 N Cherapa Pl 2nd Floor, Sioux Falls, SD——Claimed
2461 Eisenhower Ave Second floor, Alexandria, VA——Claimed
500 La Terraza Blvd Suite 150, Escondido, CA——Claimed
6750 N Andrews Ave Ste 200, Fort Lauderdale, FL——Claimed
6700 Alexander Bell Dr Ste 200, Columbia, MD——Claimed
9655 Granite Ridge Dr #200, San Diego, CA——Claimed
2524 N Broadway, Edmond, OK——Claimed
30211 Avenida de las Banderas #200, Rancho Santa Margarita, CA——Claimed
34125 US-19 2nd Floor Suite 200, Palm Harbor, FL——Claimed
1 Alhambra Plz Fl PH, Coral Gables, FL——Claimed
5800 Corporate Dr 3rd floor, Pittsburgh, PA——Claimed
330 Crossing Blvd 1st Floor, Orange Park, FL——Claimed
601 Pennsylvania Ave NW #900, Washington, DC——Claimed
2717 Commercial Center Blvd suite e 200, Katy, TX——Claimed
18700 Hayden Rd Suite 470, Scottsdale, AZ— 4.7 (164)Claimed
3567 E Sunrise Dr #133b, Tucson, AZ— 4.9 (118)Claimed
3303 E Baseline Rd Ste 101, Gilbert, AZ— 5.0 (76)Claimed
13907 Minuteman Dr Ste 125, Draper, UT— 4.7 (62)Claimed
16150 N Arrowhead Fountains Center Dr #245, Peoria, AZ— 4.9 (61)Claimed
5285 Dallas Pkwy Ste 410, Frisco, TX— 4.9 (54)Claimed
701 Palomar Airport Rd #300, Carlsbad, CA— 5.0 (48)Claimed
1616 N Litchfield Rd Ste a-135, Goodyear, AZ— 4.8 (37)Claimed
2000 E Lamar Blvd #600, Arlington, TX— 4.9 (21)Claimed
4830 W Kennedy Blvd Ste 600, Tampa, FL— 4.8 (21)Claimed
550 Reserve St #190, Southlake, TX— 5.0 (21)Claimed
3355 Lenox Rd NE #750, Atlanta, GA— 5.0 (19)Claimed
775 N 1525 W 2nd Floor, Farmington, UT— 4.6 (16)Claimed
2245 Texas Dr #300, Sugar Land, TX— 4.9 (15)Claimed

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Frequently Asked Questions about Trajan Wealth

Categories

Technologies Used

Social Profiles

Key Decision Makers

Jeff Junior CEO
LinkedIn