LOS ALTOS, CACRD 328421Latest ADV February 27, 2026
Traveka Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Los Altos, CA. Its latest Form ADV filing, dated February 27, 2026, reports $731M in regulatory assets under management, 7 employees, and 798 accounts.
Assets Under Management
$731M
Employees
7
Offices
--
Total Clients
195
Primary office
LOS ALTOS, CA
175 S SAN ANTONIO ROAD, SUITE 101, LOS ALTOS, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 68.2% of total clients.
Top client categories% of clientsClients
1
HNWI
68.2%
133
2
Individuals
31.3%
61
3
Charitable
0.5%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$731Mas of February 27, 2026
Discretionary99.1%
$724M
99% of total RAUM99.1%
Non-discretionary0.9%
$7M
1% of total RAUM0.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$731M
Total Accounts798
10Y AUM Change+$731M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee28:1
10Y Employee Change+5 (+250.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.