Weston Depriest is a registered investment advisor at Trajan Wealth, L.L.C., based in Edmond, OK, with 4 years of industry experience. Weston operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 10,633 clients with $2.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Standard annual fees generally range from 0.50% to 1.50%, but may range between 1.50% and 2.00% for smaller accounts or complex relationships. Fees are negotiable.
Fee Estimator
Location
Financial District of Oklahoma, 1725 E 15th Street, Edmond, OK, 73013
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Weston owns rental properties since 2018, dedicating minimal time to investment-related activities. He also owns US Hydroseeding and Environmental, LLC, spending about a quarter of his time on investment-related activities and a few hours per week on non-investment related activities for erosion control and vegetation establishment services.
Employment History
Current Registrations
Trajan Wealth, L.L.C.
Chappelwood Financial Services
Previous Registrations
Mwa Financial Services, INC.
Mwa Financial Services INC.Broker
Allstate Financial Services, LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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