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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 21, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BUTTE, ANDREW, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BUTTE, ANDREW, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BUTTE, ANDREW, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MORRIS, JONATHAN, RICHARD | I | CHIEF LEGAL AND GOVERNANCE OFFICER | NA | Control |
| MORRIS, JONATHAN, RICHARD | I | CHIEF LEGAL AND GOVERNANCE OFFICER | NA | Control |
| MORRIS, JONATHAN, RICHARD | I | CHIEF LEGAL AND GOVERNANCE OFFICER | NA | Control |
| BLAGROVE, ANTHONY, L | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| BLAGROVE, ANTHONY, L | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| BLAGROVE, ANTHONY, L | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| BLAGROVE, ANTHONY, L | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| BLAGROVE, ANTHONY, L | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| BLAGROVE, ANTHONY, LAWRENCE | I | FOUNDER, CHIEF EXECUTIVE OFFICER, & CHIEF COMPLIANCE OFFICER | E | Control |
| BLAGROVE, ANTHONY, LAWRENCE | I | FOUNDER, CHIEF EXECUTIVE OFFICER, & CHIEF COMPLIANCE OFFICER | E | Control |
| DYNASTY FINANCIAL PARTNERS, LLC | DE | LLC MEMBER-OWNER | E | Control |
| DYNASTY FINANCIAL PARTNERS, LLC | DE | LLC MEMBER-OWNER | E | Control |
| DYNASTY FINANCIAL PARTNERS, LLC | DE | LLC MEMBER-OWNER | E | Control |
| DYNASTY FINANCIAL PARTNERS, LLC | DE | LLC MEMBER-OWNER | E | Control |
| LOTA WEALTH | DE | OWNER | E | Control |
| LOTA WEALTH | DE | OWNER | E | Control |
| DYNASTY FINANCIAL PARTNERS, LLC | DE | LLC MEMBER - OWNER | A | |
| DYNASTY FINANCIAL PARTNERS, LLC | DE | LLC MEMBER - OWNER | A | |
| DYNASTY FINANCIAL PARTNERS, LLC | DE | LLC MEMBER - OWNER | A | |
| DYNASTY FINANCIAL PARTNERS, LLC | DE | LLC MEMBER - OWNER | A | |
| DYNASTY FINANCIAL PARTNERS, LLC | DE | LLC MEMBER - OWNER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| DYNASTY FINANCIAL HOLDINGS, LLC | DE | DYNASTY FINANCIAL PARTNERS, LLC | E | Control |
| DYNASTY FINANCIAL HOLDINGS, LLC | DE | DYNASTY FINANCIAL PARTNERS, LLC | E | Control |
| DYNASTY FINANCIAL HOLDINGS, LLC | DE | DYNASTY FINANCIAL PARTNERS, LLC | E | Control |
| DYNASTY FINANCIAL HOLDINGS, LLC | DE | DYNASTY FINANCIAL PARTNERS, LLC | E | Control |
| GF HUDSON, LLC | DE | GF DYNASTY HOLDINGS, LLC | E | Control |
| GF HUDSON, LLC | DE | GF DYNASTY HOLDINGS, LLC | E | Control |
| GF HUDSON, LLC | DE | GF DYNASTY HOLDINGS, LLC | E | Control |
| GF HUDSON, LLC | DE | GF DYNASTY HOLDINGS, LLC | E | Control |
| GF-DYNASTY HOLDINGS,LLC | DE | DYNASTY FINANCIAL PARTNERS, LLC | E | Control |
| GF-DYNASTY HOLDINGS,LLC | DE | DYNASTY FINANCIAL PARTNERS, LLC | E | Control |
| GFNY, LLC | DE | GF HUDSON, LLC | E | Control |
| GFNY, LLC | DE | GF HUDSON, LLC | E | Control |
| GFNY, LLC | DE | GF HUDSON, LLC | E | Control |
| GFNY, LLC | DE | GF HUDSON, LLC | E | Control |
| GF DYNASTY HOLDINGS, LLC | DE | DYNASTY FINANCIAL HOLDINGS, LLC | C | Control |
| GF DYNASTY HOLDINGS, LLC | DE | DYNASTY FINANCIAL HOLDINGS, LLC | C | Control |
| GF DYNASTY HOLDINGS, LLC | DE | DYNASTY FINANCIAL HOLDINGS, LLC | C | Control |
| GF DYNASTY HOLDINGS, LLC | DE | DYNASTY FINANCIAL HOLDINGS, LLC | C | Control |
Registrations
Federal
IA
Jan 21, 2025 REGISTERED
Notice Filings (5)
AZ CA NY TX WA
Address
175 S SAN ANTONIO ROADSUITE 101
LOS ALTOS, CA 94022
United States
Phone: (650) 397-2225