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Dominick Lawrence Deangelis

Trajan Wealth, LLC

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About Dominick Lawrence Deangelis

Dominick Deangelis is a Certified Financial Planner with Trajan Wealth, LLC in Scottsdale, Arizona. Dominick specializes in providing financial planning, investment advisory, and portfolio management services for individuals, businesses, and investment companies. Dominick has been a registered representative since 2020 and has worked in the financial services industry since 2011. Dominick has held previous positions at several firms, including The Vanguard Group, Inc., LearnVest, Inc., Northwestern Mutual, UnionBanc Investment Services, LLC, and Versant Capital Management. Dominick has a strong understanding of the financial markets and is committed to providing his clients with personalized financial advice.

Firm Information

Dominick Deangelis is currently registered with Trajan Wealth, LLC. Trajan Wealth, LLC is a Scottsdale, Arizona-based investment advisor with 32 licensed agents and 34 investment advisor representatives. The firm manages approximately $1.37 billion in assets for 13,372 clients, including high-net-worth individuals, individuals other than high-net-worth, and investment companies. Trajan Wealth offers financial planning, educational seminars, selection of other advisers, and portfolio management for individuals, investment companies, and pooled investment vehicles.
Trajan Wealth, LLC

18700 NORTH HAYDEN ROAD

SCOTTSDALE, AZ 85255

$1.37B

Assets Under Management

Not reported

Total Clients

32

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

1031 advisory fees

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Dominick Deangelis’s Registration & Firm History

AZ

10/18/2024 - Present

Trajan Wealth, LLC (SCOTTSDALE AZ)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dominick Lawrence Deangelis.
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