Paul Edward Mann
Investment adviser representative at Trajan Wealth, L.L.C.
16 yearsExperience
1 stateRegistered in
$2.6BFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
16 years in the industry.
- Trajan Wealth, L.L.C.Jun 2019 to now
- Ice EnterprisesOct 2018 to Jan 2019
- Ae Wealth Management, LLCMar 2018 to Jun 2019
- Precision Tax and FinancialFeb 2018 to Jun 2019
- H3 TransportationFeb 2018 to May 2019
- Tetrant Advisory, LLCAug 2017 to Mar 2018
- Jk RealtyJan 2017 to Feb 2018
- Empire Wealth Advisors Inc.May 2011 to Aug 2017
- Empire Wealth ManagementSep 2010 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Trajan Wealth, L.L.C.
$2.6BAssets managed
10,633Clients
52Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4008004
- Firm CRD
- 158847