Family Office

Trajan Wealth (TW)

Trajan Wealth is a US-based family-owned wealth management firm founded in 2012 and headquartered in Scottsdale, Arizona.CIO Udayan Mitro leads the firm's investment approach. Before joining as head of investments in 2020, Mitro was the head of private equity investments at Altera Investments.As of August 12, 2025, the

Assets Under Management
$1B-$10B
Headquarters
Scottsdale, Arizona

Decision-makers

David Busch
Co-Chief Investment Officer
Matthew Coffina
Senior Portfolio Manager
Udayan Mitra
Co-Chief Investment Officer
Members only

Unlock contacts, warm paths & full holdings

See who to reach, how you're connected, the check sizes, and the full mandate — across Trajan Wealth (TW) and 500k+ investors and LPs.

Get access