Traveka Wealth, LLC

Traveka Wealth, LLC (CRD# 328421) is a financial advisory firm headquartered in San Jose, CA. They manage $531,343,758 in 836 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
690 Saratoga Ave., San Jose, CA 95129
https://www.travekawealth.com/
By the Numbers
  • Total Assets Under Management
    531
    MILLION
  • Total Number of Accounts
    836
    ACCOUNTS
  • Average Account Value
    $635,579
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NY, TX, WA

Financial Advisors at Traveka Wealth, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Anthony Blagrove, financial advisor San Jose CA
Anthony L. Blagrove
CRD#: 4949351
690 Saratoga Ave., San Jose, CA 95129

Anthony Blagrove (CRD# 4949351) is an Investment Advisor Representative working at Traveka Wealth, LLC in San Jose, CA and has over 16 years of experience in the finance industry.

2
Sharon Paratte, financial advisor San Jose CA
Sharon M. Paratte
CRD#: 7157308
690 Saratoga Ave., San Jose, CA 95129

Sharon Paratte (CRD# 7157308) is an Investment Advisor Representative working at Traveka Wealth, LLC in San Jose, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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