TRAVEKA WEALTH, LLC
CRD #328421 SEC #801-128889 LOS ALTOS, CA (650) 397-2225
SEC Registered
Total AUM
$647.9M
Discretionary
$609.4M
Employees
6
Clients
101
Accounts
748
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $647.9M | $609.4M | $38.5M | 6 | 0 |
| Nov 2024 | $531.3M | $469.1M | $62.3M | 6 | 0 |
| Apr 2024 | $531.3M | $469.1M | $62.3M | 6 | 0 |
| Feb 2024 | $531.3M | $469.1M | $62.3M | 6 | 0 |
DateJan 2025
Total AUM$647.9M
Discretionary$609.4M
Non-Disc.$38.5M
Employees6
Clients0
DateNov 2024
Total AUM$531.3M
Discretionary$469.1M
Non-Disc.$62.3M
Employees6
Clients0
DateApr 2024
Total AUM$531.3M
Discretionary$469.1M
Non-Disc.$62.3M
Employees6
Clients0
DateFeb 2024
Total AUM$531.3M
Discretionary$469.1M
Non-Disc.$62.3M
Employees6
Clients0