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Trajan WealthFinancial advisor in West Palm Beach, FL

Trajan Wealth is a financial advisor at 2054 Vista Pkwy #400, West Palm Beach, FL 33411, ranked #26 of 265 financial advisors in West Palm Beach and rated 5.0 from 9 Google reviews. 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.

West Palm Beach, FLUpdated 0 paid placements in any rankingHow we rank

Call (561) 390-1000Website ↗

Key facts

Key facts about Trajan Wealth
Address2054 Vista Pkwy #400, West Palm Beach, FL 33411Get directions
Phone(561) 390-1000
Websitetrajanwealth.com
HoursMonday to Friday: 8 AM – 5 PM
Google rating5.0 from 9 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves West Palm Beach and 11 towns within 25 miles: Royal Palm Beach, Palm Springs, Greenacres City, Wellington, Riviera Beach, Lake Worth Corridor, Palm Beach Gardens, Lake Worth, North Palm Beach, The Acreage and Lantana.

Based in West Palm Beach, FLView 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

How is Trajan Wealth ranked in West Palm Beach?

Trajan Wealth is ranked #26 of 265 financial advisors in West Palm Beach by RFA Score, with 68 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

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 West Palm Beach and 11 towns within 25 miles: Royal Palm Beach, Palm Springs, Greenacres City, Wellington, Riviera Beach, Lake Worth Corridor, Palm Beach Gardens, Lake Worth, North Palm Beach, The Acreage and Lantana. 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.

What do Google reviews say about Trajan Wealth?

Trajan Wealth has a rating of 5.0 from 9 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Trajan Wealth?

Call Trajan Wealth on (561) 390-1000. The business is at 2054 Vista Pkwy #400, West Palm Beach, FL 33411. 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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Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

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Compare nearby financial advisors

Trajan Wealth compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Trajan Wealth (this business)—685.0 (9)NoNo
Feller Financial Services#24685.0 (187)NoNo23.9 mi
Finance Solutions#25685.0 (9)YesNo4.8 mi
Singer Wealth#27685.0 (8)NoNo5.2 mi

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