TRAVEKA WEALTH, LLC

175 S San Antonio Road
Suite 101
Los Altos, California 94022
Tel: (650) 397-2225

About TRAVEKA WEALTH, LLC

TRAVEKA WEALTH, LLC, formally registered with the SEC as TRAVEKA WEALTH, LLC. The firm was established in 10/18/2023. They have over 1 offices throughout the country.

TRAVEKA WEALTH, LLC is a Los Altos, California based Financial Planning firm with nearly $647,904,703 assets under management, offering retirement planning & investment advisory services to 748 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	328421
SEC#	801-128889
Assets Managed by Firm	$647,904,703
No. of Clients	748
No. of Advisors	6

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	748	$647,904,703
Individuals (other than high net worth individuals)	85	$77,405,468
High net worth individuals	99	$564,671,132
Pension and profit sharing plans	1	$3,549,646
Charitable organizations	1	$2,278,457

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