TRAVEKA WEALTH, LLC
SEC Form ADV profile.
Total regulatory AUM
$730,770,162
Discretionary
$724,187,234
Non-discretionary
$6,582,928
Firm details
- CRD number
- 328421
- SEC file number
- 801-128889
- Main office
- LOS ALTOS, CA, United States
- Employees
- 7
- SEC status
- Approved
- Website
- https://www.travekawealth.com/
- Fee structure
-
Percentage of AUM
As of October 2026.