William Douglas Gerlach
Investment adviser representative at Trajan Wealth, L.L.C.
11 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
11 years in the industry.
- Trajan Wealth, L.L.C.Sep 2026 to now
- Foundations Investment AdvisorsApr 2025 to Sep 2026
- Northern TrustJun 2024 to Apr 2025
- Northwestern MutualApr 2023 to Sep 2023
- Grand Canyon UniversitySep 2022 to Apr 2024
- Fire IslandFeb 2022 to Aug 2022
- Alaska Rock GymAug 2021 to Feb 2022
- Luci Mae'sOct 2020 to May 2021
- Jermaine Dunnagan & OwnersMay 2019 to Aug 2019
- Chugiak High SchoolAug 2018 to Apr 2022
- UnemployedApr 2018 to Aug 2018
- Mirror Lake Middle SchoolAug 2015 to Apr 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
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
- 7730166
- Firm CRD
- 158847