Traveka Wealth, LLC

Overview

Traveka Wealth, LLC is an independent registered investment adviser that operates as a capital allocator to both individual/family and institutional clients. The firm charges a percentage-of-AUM fee and provides financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutions, and selection of other advisers. Traveka is not positioned as an ESG-focused manager and is not described as a multi-state adviser or pension consultant in the available data. The firm appears to combine a mutual-fund/ETF-based core with allocations to third‑party alternative managers, indicating a multi‑sleeve advisory model: in-house portfolio construction and direct public-market positions alongside commitments to external private equity, hedge fund, and real estate managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices