This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

TRAJAN WEALTH, L.L.C.

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66

First exam

Aug 15, 2022

First registration

Aug 14, 2023

Dual registered

no

Other names

PHILLIP ALEGRE ASUELO|Phil Alegre Asuelo|Phillip Asuelo|Alegre Asuelo|Alegre Phillip Asuelo

IAPD individual key

7326160

• Occurred

  Mar 3, 2025
  Advisor changed firm

  Phillip Alegre Asuelo left Vanguard Advisers, Inc. for Trajan Wealth, L.L.C. (registered 2025-03-06)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b33987b8-1560-e58e-a09e-ef4b08e28cb4

First observed

Aug 14, 2023

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.