Traveka Wealth, LLC

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Client assets under management

$727,866,796

Clients

194

69% high-net worth

Advisors

of 7 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

Typical

Average account size

$3,751,891

About

Traveka Wealth serves individual and institutional clients, including high-net-worth individuals, trusts, estates, corporations and retirement plans, offering comprehensive financial planning, consulting and both discretionary and non-discretionary investment management. The firm’s wealth management engagements typically combine portfolio management with retirement, estate, tax, insurance and business-planning advice.

The firm’s investment approach emphasizes fundamental analysis, broad diversification, low costs, tax efficiency and client-specific customization, and it routinely employs mutual funds, ETFs, privately placed securities and independent managers to implement portfolios. Traveka also uses third‑party technology and platforms — including Dynasty’s TAMP for access to SMA/UMA programs and Pontera to view and manage held-away accounts — and conducts ongoing monitoring and rebalancing across custodial and held-away assets.

Traveka manages approximately $730.8 million in client assets, yielding an unusually high level of assets per advisor compared with many peers, and it operates with relatively elevated minimum account/fee thresholds. The firm’s contractual relationship and minority ownership link with Dynasty, along with its use of third‑party investment programs and independent managers, are disclosed and noted as potential conflicts of interest that the firm says it addresses through disclosure and oversight.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management Tax-loss harvesting Private / alternative investments Charitable giving & philanthropy Trust structures (GRAT, IDGT, revocable)

Fee options

Percentage

Up to 1.25%, varying based on portfolio size, composition, services, and individual(s) providing services

Other

Account minimum: $2,000,000 Minimum fee: $20,000 annually, assessed quarterly pro rata

Main office location

Traveka Wealth, LLC

175 S San Antonio Road, Suite 101

Los Altos CA 94022, United States

Number of offices

Most active in

Arizona · California · Texas · Washington

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Instagram Website (650) 397-2225

Advisors at this firm

Anthony B

CFP®, CFA®, Series 65

Los Altos, CA

Traveka Wealth, LLC

Anthony Blagrove is a CFP®, CFA®, and Series 65-licensed advisor with 17 years of industry experience. He currently works at Traveka Wealth, LLC and previously held roles at Goldman Sachs Personal Financial Management and United Capital Financial Partners. Traveka Wealth serves individuals, trusts, estates, corporations, and retirement plans with comprehensive financial planning and both discretionary and non-discretionary investment management. The firm emphasizes fundamental analysis, broad diversification, low costs, tax efficiency, and customization to client circumstances, managing approximately $648 million in assets with a focus on wealthier households.

Wealth management Tax-loss harvesting Private / alternative investments Charitable giving & philanthropy Trust structures (GRAT, IDGT, revocable)

Sharon P

CFP®

Los Altos, CA

Traveka Wealth, LLC

Sharon Paratte is a CFP® professional with three years of industry experience, currently serving at Traveka Wealth, LLC. Prior to joining Traveka Wealth in 2023, she worked at Goldman Sachs Personal Financial Management for four years and United Capital Financial Advisors for one year. Traveka Wealth serves individuals, trusts, estates, corporations, and retirement plans with comprehensive financial planning and investment management. The firm emphasizes fundamental analysis, broad diversification, tax efficiency, and customization, managing approximately $648 million in assets with a focus on wealthier households.

Wealth management Tax-loss harvesting Private / alternative investments Charitable giving & philanthropy Trust structures (GRAT, IDGT, revocable)

Sean M

CFP®, Series 66

Los Altos, CA

Traveka Wealth, LLC

Sean Mc Nally is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with Traveka Wealth, LLC, where he has worked since 2023. Prior to that, he was employed at United Capital and Wells Fargo in various roles from 2015 to 2023. Traveka Wealth serves individuals, trusts, estates, corporations, and retirement plans with comprehensive financial planning and both discretionary and non-discretionary investment management. The firm emphasizes fundamental analysis, broad diversification, low costs, tax efficiency, and customization, managing approximately $648 million in assets with a focus on wealthier households.

Wealth management Tax-loss harvesting Private / alternative investments Charitable giving & philanthropy Trust structures (GRAT, IDGT, revocable)

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