TRAVEKA WEALTH, LLC
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
FINTRXOverview
Traveka Wealth, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2023. The firm serves both individual/family clients and institutional clients, charging fees based on a percentage of assets under management. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of other advisers. The firm identifies itself as a capital allocator and does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds71%
- Exchange Traded Equities21%
- Cash & Cash Equivalents3%
- US Government Bonds2%
- State & Local Bonds2%
Contacts
3 of 3Sean McNally
Associate Wealth AdvisorCRD 7040315
ANTHONY BLAGROVE
Vice PresidentCRD 4949351
SHARON PARATTE
Investment Adviser RepresentativeCRD 7157308
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 79Active vs passive
$188M in ETFs
91%
$172M
5%
$16.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $25.2M | 38,624 | 13.40% |
Location
LOS ALTOS, CA
SANTA CLARA
Location
LOS ALTOS, CA
Headquartered in LOS ALTOS, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SANTA CLARA
- Address
- 175 S San Antonio Rd
- Time zone
- PT (UTC-8)
- Office locations
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