RIA Intel›Advisers›California›TRAVEKA WEALTH, LLC

TRAVEKA WEALTH, LLC

Advisory

N·LOS ALTOS, CA

Data as of Feb 27, 2026 · Source: SEC Form ADV

Total AUM

$731M

1-Year AUM Growth

0.0%

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$731M

Discretionary AUM$724M

Non-Discretionary AUM$7M

Discretionary %99.1%

Total Clients186

Team

Total Employees3

Investment Advisers7

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record8

First FilingSep 14, 2023

Latest FilingFeb 27, 2026

🔒 Full AUM trend chart and 8 historical filings spanning 3+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on TRAVEKA WEALTH, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.