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Building 2TRAVEKA WEALTH, LLC

Map pinLOS ALTOS, CA
Phone(650) 397-2225
NotebookSEC #801-128889
Total AUM
$730.8M
Employees
7
Clients
195

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
175 S SAN ANTONIO ROAD
SUITE 101
LOS ALTOS
CA 94022
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
(650) 397-2225

ReceiptFinancials

Total AUM
$730.8M
Accounts
798
Discretionary
$724.2M
Accounts
794
Non-Discretionary
$6.6M
Accounts
4

ContactClients

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Individual Clients
61
AUM
$33.3M
HNW Individual Clients
133
AUM
$694.5M
Charitable Organization Clients
1
AUM
$2.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCATXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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