# TRAJAN WEALTH, L.L.C.

TRAJAN WEALTH, L.L.C. of SCOTTSDALE, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 158847
- Type: SEC-registered investment adviser
- SEC file number: 801-100392
- Location: 18700 NORTH HAYDEN ROAD, SUITE 470, SCOTTSDALE, AZ, 85255
- Phone: 480-990-3300
- Latest filing: 2026-03-20
- Regulatory AUM: $2.6B
- Discretionary AUM: $2.5B
- Non-discretionary AUM: $52.1M
- Clients: 140
- Accounts: 18,370

## Business model

- Compensation: % of AUM, Performance, Other
- Clients served: High net worth, Charities, Corporations

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Jeffrey Brent Junior | MANAGING MEMBER | — |
| Shane Ryan Mcgreevy | COO | — |
| John Michael Demarco | CHIEF COMPLIANCE OFFICER | — |
| DEMARCO JOHN MICHAEL | CHIEF COMPLIANCE OFFICER | — |
| C'DEBACA ERNEST JOHN | GENERAL COUNSEL | — |
| JUNIOR JEFFREY BRENT | MANAGING MEMBER; MANAGING MEMBER AND CCO; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER (+1 more) | — |
| MCGREEVY SHANE RYAN | CHIEF COMPLIANCE OFFICER; COO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/158847/brochure
- Similar advisers: https://search.stillhousedata.com/firm/158847/similar
- Related entities: https://search.stillhousedata.com/firm/158847/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/158847

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.