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Trajan WealthFinancial advisor in Rancho Santa Margarita, CA

Trajan Wealth is a financial advisor at 30211 Avenida de las Banderas #200, Rancho Santa Margarita, CA 92688. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Rancho Santa Margarita, CA0 paid placements in any rankingHow we rank

Call (949) 541-0977Website ↗

Key facts

Key facts about Trajan Wealth
Address30211 Avenida de las Banderas #200, Rancho Santa Margarita, CA 92688Get directions
Phone(949) 541-0977
Websitetrajanwealth.com
HoursMonday to Friday: 8 AM – 5 PM

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Wealth Managementbusiness name
  • Investment Advisorsadditional Google category

Service area

Serves Rancho Santa Margarita and 11 towns within 25 miles: Coto De Caza, Mission Viejo, Ladera Ranch, Foothill Ranch, Lake Forest, Laguna Hills, Laguna Woods, Aliso Viejo, Laguna Niguel, San Juan Capistrano and Laguna Beach.

Based in Rancho Santa Margarita, CAView on map

Opening hours

Opening hours for Trajan Wealth
DayHours
Monday8 AM – 5 PM
Tuesday8 AM – 5 PM
Wednesday8 AM – 5 PM
Thursday8 AM – 5 PM
Friday8 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Trajan Wealth

What are Trajan Wealth’s hours?

Trajan Wealth is open Monday to Friday. Its listed hours are Monday to Friday, 8 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Trajan Wealth serve?

Serves Rancho Santa Margarita and 11 towns within 25 miles: Coto De Caza, Mission Viejo, Ladera Ranch, Foothill Ranch, Lake Forest, Laguna Hills, Laguna Woods, Aliso Viejo, Laguna Niguel, San Juan Capistrano and Laguna Beach. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

How do I contact Trajan Wealth?

Call Trajan Wealth on (949) 541-0977. The business is at 30211 Avenida de las Banderas #200, Rancho Santa Margarita, CA 92688. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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