Phillip Alegre Asuelo
Investment adviser representative at Trajan Wealth, L.L.C.
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.6BFirm assets
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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
11 years in the industry.
- Trajan Wealth, L.L.C.Feb 2025 to now
- The Vanguard Group, Inc.Jun 2022 to Feb 2025
- Northwestern MutualMay 2021 to Aug 2021
- TargetJun 2020 to Aug 2020
- Dairy QueenMay 2019 to Jul 2019
- Arizona State UniversityAug 2018 to May 2022
- Dairy QueenJun 2017 to Jul 2018
- PacsunNov 2016 to May 2017
- South Kitsap High SchoolSep 2015 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7326160
- Firm CRD
- 158847