Traveka Wealth, LLC
Traveka Wealth, LLC is an SEC-registered wealth manager in Los Altos, CA with $730.8M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Traveka Wealth, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 328421, SEC 801-128889, data through 2026-02-27.
- AUM (assets under management / regulatory AUM)
- $730.8M (2026-02-27)
- Firm type
- Wealth Manager
- Location
- Los Altos, CA
- Employees
- 7
- Clients
- 195
- CRD
- 328421
- Ownership
- MORRIS, JONATHAN, RICHARD; DYNASTY FINANCIAL PARTNERS, LLC; DYNASTY FINANCIAL HOLDINGS, LLC; GFNY, LLC; BLAGROVE, ANTHONY, LAWRENCE
How much AUM does Traveka Wealth, LLC have?
Traveka Wealth, LLC reported $730.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-27).
Who owns Traveka Wealth, LLC?
Disclosed owners and executives of Traveka Wealth, LLC include MORRIS, JONATHAN, RICHARD, DYNASTY FINANCIAL PARTNERS, LLC, DYNASTY FINANCIAL HOLDINGS, LLC, GFNY, LLC, BLAGROVE, ANTHONY, LAWRENCE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.