Traveka Wealth, LLC
Traveka Wealth, LLC (CRD# 328421) is a financial advisory firm headquartered in San Jose, CA. They manage $531,343,758 in 836 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management531MILLION
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Total Number of Accounts836ACCOUNTS
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Average Account Value$635,579
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, NY, TX, WA
Financial Advisors at Traveka Wealth, LLC
1
Anthony Blagrove (CRD# 4949351) is an Investment Advisor Representative working at Traveka Wealth, LLC in San Jose, CA and has over 16 years of experience in the finance industry.
2
Sharon Paratte (CRD# 7157308) is an Investment Advisor Representative working at Traveka Wealth, LLC in San Jose, CA and has 1 year of experience in the finance industry.
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