Logan
Woodruff
Trajan Wealth, L.L.C
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About this Advisor
Logan Woodruff is a financial advisor who works in Gilbert, Arizona with 1 year of industry experience. Woodruff is currently employed by Trajan Wealth, L.L.C. Woodruff has gained experience at Trajan Estate, LLC, Trajan Wealth, LLC, Phelps Estate Planning Law Firm, Soto Law Firm, Ryley Carlock & Applewhite, Charles F. Myers, Pa, Unemployed/Studying For The Bar Exam, Comitz Beethe, Full Time Law School and Aiken Schenk. Woodruff maintains a Series 65 license, which qualifies them as an investment advisor representative, and can operate in Arizona. Trajan Wealth, L.L.C is a firm that has its headquarters in Scottsdale, AZ. The investment advisory business has offices in 25 locations and a total of 86 financial advisors. It manages $1 billion in assets under management among its 12,343 customer accounts, making it one of the larger firms in the nation by assets under management. Of its 12,343 accounts, just 3% belong to high-net-worth investors who have more than $1 million in investable assets. Trajan Wealth, L.L.C offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, selection of other advisers and educational seminars. Fees charged by financial advisors are based on which services the firm provides the client. Fee types billed by Trajan Wealth, L.L.C can consist of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Trajan Wealth, L.L.C Brokerage Details
$1,053,148,208
86
12,343
$85,324
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Selection of other advisers
- Educational seminars/workshops
Logan Woodruff Work History
Logan has been registered as a financial advisor for 1 years.*
Trajan Estate, LLC
Trajan Wealth, LLC
Phelps Estate Planning Law Firm
Soto Law Firm
Ryley Carlock & Applewhite
Charles F. Myers, Pa
Unemployed/Studying For The Bar Exam
Comitz Beethe
Full Time Law School
Aiken Schenk
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Logan Woodruff to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Trajan Wealth, L.L.C
Scottsdale, AZ
Scottsdale, AZ
Gilbert, AZ
Scottsdale, AZ
Tampa, FL
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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