| 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 |
Traveka Wealth, LLC reports $730.8 million in regulatory assets under management on its Form ADV.
Traveka Wealth, LLC reports 7 employees.
Traveka Wealth, LLC is based in Los Altos, CA and has been SEC-registered since 2023.
Traveka Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $724.2M |
| Non-discretionary | $6.6M |
| Total (RAUM) | $730.8M |