Dynasty Financial Holdings, LLC is listed as Llc Member - Owner at Traveka Wealth, LLC in Los Altos, CA. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Traveka Wealth, LLC
Ownership band reported on Form ADV Schedule B
Frequently asked questions
Where does Dynasty Financial Holdings, LLC work?
Dynasty Financial Holdings, LLC is listed as Llc Member - Owner at Traveka Wealth, LLC on SEC Form ADV.
How much of Traveka Wealth, LLC does Dynasty Financial Holdings, LLC own?
Form ADV reports a beneficial ownership band of Over 75%.