Traveka Wealth, LLC
● SEC registered since 2023CRD 328421SEC# 801-128889Los Altos, CA
Reg. AUM
$730.8M
Employees
7
Accounts
798
Location
Los Altos, CA
Traveka Wealth, LLC assets under management
Traveka Wealth, LLC is an investment advisory firm registered with the SEC based in Los Altos, CA. The firm has been registered since 2023. It reports $730.8 million in regulatory assets under management and employs 7 people.
Traveka Wealth, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony Lawrence Blagrove Control | Founder, Chief Executive Officer, & Chief Compliance Officer | Over 75% | 2023 |
| Dynasty Financial Partners, LLC | Llc Member - Owner | 5-10% | 2023 |
| Lota Wealth Control | Owner | Over 75% | 2024 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Traveka Wealth, LLC manage?
Traveka Wealth, LLC reports $730.8 million in regulatory assets under management on its Form ADV.
How many employees does Traveka Wealth, LLC have?
Traveka Wealth, LLC reports 7 employees.
Where is Traveka Wealth, LLC located?
Traveka Wealth, LLC is based in Los Altos, CA and has been SEC-registered since 2023.
Does Traveka Wealth, LLC disclose fund performance?
Traveka Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 175 S San Antonio Road, Suite 101, Los Altos, CA 94022 |
| Phone | (650) 397-2225 |
| Office hours | 9a.m.-5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$730.8M▲ 13%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 39%
Larger than 61% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$730.8Mregulatory AUM
Discretionary $724.2MNon-discretionary $6.6M