Dynasty Financial Partners, LLC is listed as Llc Member - Owner at Traveka Wealth, LLC in Los Altos, CA. Form ADV reports a beneficial ownership band of 5-10%.
Reported ownership
Owns 5-10% of Traveka Wealth, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Dynasty Financial Partners, LLC work?
Dynasty Financial Partners, LLC is listed as Llc Member - Owner at Traveka Wealth, LLC on SEC Form ADV.
How much of Traveka Wealth, LLC does Dynasty Financial Partners, LLC own?
Form ADV reports a beneficial ownership band of 5-10%.