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TRAVEKA WEALTH, LLC
TRAVEKA WEALTH, LLC
SAN JOSE, California
·
1 registered advisor
·
CRD# 328421
SEC# 801-128889
1
(650) 397-2225
01
Firm Overview
AUM
$531M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at TRAVEKA WEALTH, LLC
1 registered advisor
Anthony L Blagrove
SAN JOSE, California
CRD# 4949351
05
Office Locations
SAN JOSE, California
1 advisor
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Data sourced from SEC Form ADV filings. TRAVEKA WEALTH, LLC (CRD# 328421) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.