Traveka Wealth, LLC

RIASEC Registered

Total AUM

$731M

Discretionary

$724M

99% of AUM

Avg account

$916K

Accounts

798

Employees

Advisory reps

Firm details

Headquarters: Los Altos, California
CRD number: 328421
Registered since: October 18, 2023
Website: www.travekawealth.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM
Client types: HNWI95.04%
Individuals4.56%
Charitable Organizations0.4%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Traveka Wealth, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2023. The firm operates as a capital allocator for both individual and family clients as well as institutional investors, charging fees based on a percentage of assets under management. Its advisory services include comprehensive financial planning, discretionary portfolio management for individuals, small businesses and institutions, and the selection of third‑party advisers. The firm reports that it is not an active ESG investor and does not identify as a multi‑state adviser. Traveka positions itself to combine in‑house portfolio management with allocations to external managers where appropriate.