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| Traveka Wealth LLC
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|---|---|
| CRD # | 328421 |
| SEC # | 801-128889 |
| CIK # | 0002009176 |
| AUM | 730.8 M (2026-02-27) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 650-397-2225 |
| Address | 175 S San Antonio Road Los Altos, CA 94022 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 7.2 | ||
| Apple Inc | 6.5 | ||
| Alphabet Inc | 6.0 | ||
| Microsoft Corp | 4.6 | ||
| Amazon Com Inc | 3.1 | ||
| Alphabet Inc | 2.9 | ||
| Facebook Inc | 2.7 | ||
| Lilly Eli & Co | 2.1 | ||
| J P Morgan Chase & Co | 2.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 61 | 33.3 |
| (b) Individuals (high net worth individuals) | 133 | 694.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 2.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 798 | 730.8 |
| By Discretionary | ||
| Discretionary | 794 | 724.2 |
| Non-Discretionary | 4 | 6.6 |
| Total | 798 | 730.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 730.8 | |
| Total | 798 | 730.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002009176] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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