Home
Financial Advisor
California
Los Altos
TRAVEKA WEALTH, LLC

TRAVEKA WEALTH, LLC

Tel: (650) 397-2225 175 S San Antonio Road Suite 101 Los Altos, California 94022

About TRAVEKA WEALTH, LLC

TRAVEKA WEALTH, LLC is a Los Altos, California based financial advisory firm with nearly $647,904,703 in assets under management and provides investment advisory services for 748 clients. There are currently 6 financial advisors at the firm.

General Information
Firm CRD#:

328421

Firm SEC#:

801-128889

Assets Under Management:

$647,904,703

No. of Clients:

748

No. of Advisors:

6

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Fee Structure:

A percentage of AUM

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in California?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in California, Los Altos

FirmCRD#:169007
SEC#:801-114124
No. of Advisors:6
No. of Clients:5
AUM:$1,255,969,000
FirmCRD#:150460
SEC#:801-70332
No. of Advisors:9
No. of Clients:589
AUM:$756,423,205
FirmCRD#:242788
SEC#:801-121391
No. of Advisors:13
No. of Clients:821
AUM:$456,940,000
FirmCRD#:155810
SEC#:801-72721
No. of Advisors:2
No. of Clients:531
AUM:$453,285,061
FirmCRD#:150150
SEC#:801-70139
No. of Advisors:2
No. of Clients:55
AUM:$168,143,732
FirmCRD#:269983
SEC#:801-123686
No. of Advisors:2
No. of Clients:243
AUM:$151,285,107
FirmCRD#:132551
SEC#:801-63495
No. of Advisors:3
No. of Clients:255
AUM:$102,336,811

Explore More Financial Advisor Firms in Los Altos, California >>

WiserAdvisor
WiserAdvisor is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. WiserAdvisor matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. WiserAdvisor, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.
Home
FAQs
Advisor Program
Affiliate Program
Privacy Policy
Terms & Conditions
Disclosure
© Copyright 2026 WiserAdvisor.com. All Rights Reserved.