# Traveka Wealth, LLC

> Traveka Wealth, LLC is an SEC-registered investment advisory firm in Los Altos, CA, registered since 2023, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated February 27, 2026.

- CRD: 328421
- Filed as: TRAVEKA WEALTH, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Los Altos, CA
- Filing period: October 2026
- Form ADV filing dated: February 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/328421
- AdvisorCensus page: https://advisorcensus.com/firm/traveka-wealth-llc-los-altos-ca-328421

## Quick answers

**How is Traveka Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Traveka Wealth, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Traveka Wealth, LLC located?**
Traveka Wealth, LLC's principal office is in Los Altos, CA, according to its Form ADV.

**Is Traveka Wealth, LLC registered with the SEC or a state?**
Traveka Wealth, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 328421.

**How much does Traveka Wealth, LLC manage?**
Traveka Wealth, LLC reports $730,770,162 in regulatory assets under management in its Form ADV filing dated February 27, 2026 (99% discretionary).

**How have Traveka Wealth, LLC's assets and staff changed since 2024?**
In the Form ADV data for Traveka Wealth, LLC: Regulatory assets under management: $531,343,758 in the October 2024 data and $730,770,162 in the October 2026 data, up 38%. Total employees: 6 in October 2024 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Traveka Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (133); individuals (other than high net worth individuals) (61); charitable organizations (1).

**Which custodians does Traveka Wealth, LLC use?**
Traveka Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Traveka Wealth, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/328421

**What changed in Traveka Wealth, LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $647,904,703 to $730,770,162 (+13%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $730,770,162
- Discretionary: $724,187,234
- Non-discretionary: $6,582,928

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 61 | $33,321,686 |
| High net worth individuals | 133 | $694,545,110 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 1 | $2,903,366 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (2 years)
- Employees: 7 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- travekawealth.com
- Facebook facebook.com
- Instagram @travekawealth
- LinkedIn @traveka-wealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $531,343,758 | 6 | April 2, 2024 |
| October 2025 | $647,904,703 | 6 | January 21, 2025 |
| October 2026 | $730,770,162 | 7 | February 27, 2026 |

Regulatory assets under management: $531,343,758 in the October 2024 data and $730,770,162 in the October 2026 data, up 38%.
Total employees: 6 in October 2024 and 7 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $647,904,703 to $730,770,162 (+13%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Traveka Wealth, LLC (CRD 328421): Form ADV filing data as of October 2026.