Trajan Wealth
- Brenda JuniorFounder and leader (veteran; founded and led Trajan Wealth w · Company website
- Bruce St. JamesFeatured in documentary Retirement on the Brink (role not st · Company website
How we got $1.3M
Based on typical figures for its industry (2022 Economic Census), not its own records.
What we know
Signs of a sale Unlikely to sell soon
- In business 15 years (since 2011)
- Family in the business (Brenda Junior, Founder and leader (veteran; founded and led Trajan Wealth w)
From public records and the company's website, not a statement that it's for sale.
What they do
Trajan Wealth is a veteran-owned national wealth management firm offering fiduciary investment advice alongside in-house tax and estate planning teams, for families nationwide.
From the company's website. Industry: Finance and insurance.
Customers & suppliers
Suppliers & brands
- Schwab Advisor Services · brand it sells or installs
- Axos · brand it sells or installs
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| Trajan Wealth this business | $1.1M | — |
| Strategy Wealth Edmond | $1.1M | 0.0 mi |
| New American Funding - Doug Ogburn Edmond | $1.1M | 0.1 mi |
| MULTILATERAL ENDOWMENT MANAGEMENT COMPANY Edmond · 7 employees | $4.9M | 0.1 mi |
| Cardinal Financial Company, Limited Partnership Edmond | $1.1M | 0.1 mi |
| Waterstone Mortgage Corporation - Edmond, OK Edmond | $3.2M | 0.1 mi |
| Edward Jones Edmond | $1.1M | 0.1 mi |
The full calculation
Figures are shown toward the upper part of their range rather than at its middle.
Brought up to date assuming revenue has grown 8% a year since 2020, when the PPP figures were reported; included above.
| Estimated value = EBITDA × typical sale multiple | $1.3M |
| Multiple for this size and industry | 3× |
| Value range | $435K – $2.1M |
This business has no PPP loan on record, so there is no business-specific data. The figures are the typical estimated revenue of Finance and insurance businesses in our Oklahoma data: the middle value, with the range covering the middle half of those businesses. EBITDA applies the industry margin (41%). Treat these as a rough guide.
| Revenue range | $441K – $1.4M |
| EBITDA range | $181K – $585K |
| Industry (NAICS) | Finance and insurance (52) |
EBITDA margin: from IRS tax returns of S corporations in this industry (2019–2022), adjusted for company size: smaller companies typically run higher margins. EBITDA here is after owners' salaries.
Benchmarks: US Economic Census 2022, OK. These are statistical estimates, not reported financials. Listing details come from Overture Maps open data. Full methodology
History & advisors
From the company's own website and public filings (DOL Form 5500, IRS Form 990, SBA). Roles are as stated there and may be out of date.
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About Trajan Wealth
Trajan Wealth is a finance and insurance company in Edmond, Oklahoma, in business since 2011. It is owned by Jeff Junior. Its estimated annual revenue is about $1.1M, with roughly $435K of EBITDA. Its estimated business value is $1.3M (likely range $435K–$2.1M).
Common questions
- Who owns Trajan Wealth?
- Trajan Wealth is owned by Jeff Junior, according to public sources such as the company's website or filings.
- How much revenue does Trajan Wealth make?
- SeeBITDA estimates Trajan Wealth's annual revenue at about $1.1M (likely between $441K and $1.4M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Trajan Wealth worth?
- About $1.3M, roughly 3× its estimated EBITDA of $435K, typical for a finance and insurance company its size. Likely range: $435K–$2.1M.
- When was Trajan Wealth founded?
- Trajan Wealth has been in business since 2011.