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TRAVEKA WEALTH, LLC

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

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TRAVEKA WEALTH, LLC

TRAVEKA WEALTH, LLC is a Los Altos, California based financial advisory firm with nearly $647,904,703 in assets under management and provides investment advisory services for 748 clients. There are currently 6 financial advisors at the firm.

General Information

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

Fee Structure:

A percentage of AUM

Firm CRD#:

328421

SEC#:

801-128889

No. of Clients:

748

Assets under Management

$647,904,703

No. of Advisors:

6

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