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TRAVEKA WEALTH, LLC
CRD 328421 · SEC 801-128889
175 S SAN ANTONIO ROAD, SUITE 101, LOS ALTOS, CA, 94022, United States
Phone
(650) 397-2225
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$730.8M
Discretionary AUM
$724.2M
Team
7 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 61 | $33.3M |
| High net worth individuals | 133 | $694.5M |
| Charitable organizations | 1 | $2.9M |
States served
AZ, CA, WA, TX
All web addresses on file
Official SEC filing: View on IAPD