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
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
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