Trajan Wealth LLC at 7702 E Doubletree Ranch Rd, Scottsdale, Az 85258 lists Jeff Junior of Draper, UT.
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Jeff Junior
Registered Agent
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13907 S MINUTEMAN DR STE 125, DRAPER, UT 84020
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7702 E DOUBLETREE RANCH RD, SCOTTSDALE, AZ 85258
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameTRAJAN WEALTH, LLC 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY81 / 100 Assets BOY/EOY$3,051,281 / $2,932,720 | 2022 | TRAJAN WEALTH, LLC 401(K) PROFIT SHARING PLAN - Plan #002 | 81 / 100 | $3,051,281 / $2,932,720 |
| 2022 | Plan NameTRAJAN WEALTH, LLC CASH BALANCE PLAN Plan #001 Participants BOY/EOY30 / 28 Assets BOY/EOY$1,667,369 / $1,622,340 | 2022 | TRAJAN WEALTH, LLC CASH BALANCE PLAN - Plan #001 | 30 / 28 | $1,667,369 / $1,622,340 |
| 2021 | Plan NameTRAJAN WEALTH, LLC 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY41 / 74 Assets BOY/EOY$2,194,064 / $3,051,281 | 2021 | TRAJAN WEALTH, LLC 401(K) PROFIT SHARING PLAN - Plan #002 | 41 / 74 | $2,194,064 / $3,051,281 |
| 2021 | Plan NameTRAJAN WEALTH, LLC CASH BALANCE PLAN Plan #001 Participants BOY/EOY26 / 31 Assets BOY/EOY$1,403,871 / $1,667,369 | 2021 | TRAJAN WEALTH, LLC CASH BALANCE PLAN - Plan #001 | 26 / 31 | $1,403,871 / $1,667,369 |
| 2020 | Plan NameTRAJAN WEALTH, LLC 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY28 / 35 Assets BOY/EOY$1,337,112 / $2,194,064 | 2020 | TRAJAN WEALTH, LLC 401(K) PROFIT SHARING PLAN - Plan #002 | 28 / 35 | $1,337,112 / $2,194,064 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/14/2020 | Approved$781,500 Forgiven$790,771 LenderCustomers Bank Jobs47 | 04/14/2020 | $781,500 | $790,771 | Customers Bank | 47 |
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Trajan Wealth, LLC
Registered in Colorado
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Loveland, CO Scottsdale, AZ | View Report | |
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Trajan Wealth LLC
Registered in Texas
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Austin, TX Scottsdale, AZ | View Report | |
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Trajan Wealth LLC
Registered in Oklahoma
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Oklahoma City, OK Scottsdale, AZ | View Report | |
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Trajan Wealth LLC
Registered in Massachusetts
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Scottsdale, AZ Boston, MA | View Report | |
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Trajan Wealth, LLC
Registered in California
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Scottsdale, AZ Upland, CA | View Report | |
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Trajan Wealth LLC
Registered in Texas
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Scottsdale, AZ | View Report |
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