Traveka Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$727,866,796
Clients
194
Advisors
3
of 7 employees
About
Traveka Wealth serves individual and institutional clients, including high-net-worth individuals, trusts, estates, corporations and retirement plans, offering comprehensive financial planning, consulting and both discretionary and non-discretionary investment management. The firm’s wealth management engagements typically combine portfolio management with retirement, estate, tax, insurance and business-planning advice.
The firm’s investment approach emphasizes fundamental analysis, broad diversification, low costs, tax efficiency and client-specific customization, and it routinely employs mutual funds, ETFs, privately placed securities and independent managers to implement portfolios. Traveka also uses third‑party technology and platforms — including Dynasty’s TAMP for access to SMA/UMA programs and Pontera to view and manage held-away accounts — and conducts ongoing monitoring and rebalancing across custodial and held-away assets.
Traveka manages approximately $730.8 million in client assets, yielding an unusually high level of assets per advisor compared with many peers, and it operates with relatively elevated minimum account/fee thresholds. The firm’s contractual relationship and minority ownership link with Dynasty, along with its use of third‑party investment programs and independent managers, are disclosed and noted as potential conflicts of interest that the firm says it addresses through disclosure and oversight.
Client services
Expertise
Fee options
Up to 1.25%, varying based on portfolio size, composition, services, and individual(s) providing services
Account minimum: $2,000,000 Minimum fee: $20,000 annually, assessed quarterly pro rata
Main office
175 S San Antonio Road, Suite 101
Los Altos CA 94022
Advisors at this office
3
Most active in
Arizona · California · Texas · Washington
Also doing business as
Margot Wealth Ventures, LLC · Traveka Wealth, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Anthony B
CFP®, CFA®, Series 65
Los Altos, CA
Traveka Wealth, LLC
Anthony Blagrove is a CFP®, CFA®, and Series 65-licensed advisor with 17 years of industry experience. He currently works at Traveka Wealth, LLC and previously held roles at Goldman Sachs Personal Financial Management and United Capital Financial Partners. Traveka Wealth serves individuals, trusts, estates, corporations, and retirement plans with comprehensive financial planning and both discretionary and non-discretionary investment management. The firm emphasizes fundamental analysis, broad diversification, low costs, tax efficiency, and customization to client circumstances, managing approximately $648 million in assets with a focus on wealthier households.
Sharon P
CFP®
Los Altos, CA
Traveka Wealth, LLC
Sharon Paratte is a CFP® professional at Traveka Wealth, LLC with four years of industry experience. Prior to joining Traveka Wealth in 2023, she worked at Goldman Sachs Personal Financial Management from 2019 to 2023 and United Capital Financial Advisors from 2018 to 2019. Traveka Wealth serves individual and institutional clients, including high-net-worth individuals, trusts, estates, corporations, and retirement plans, providing comprehensive financial planning and investment management. The firm emphasizes fundamental analysis, diversification, tax efficiency, and client-specific customization, managing approximately $730.8 million in assets.
Sean M
CFP®, Series 66
Los Altos, CA
Traveka Wealth, LLC
Sean Mc Nally is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with Traveka Wealth, LLC, where he has worked since 2023. Prior to that, he was employed at United Capital and Wells Fargo in various roles from 2015 to 2023. Traveka Wealth serves individuals, trusts, estates, corporations, and retirement plans with comprehensive financial planning and both discretionary and non-discretionary investment management. The firm emphasizes fundamental analysis, broad diversification, low costs, tax efficiency, and customization, managing approximately $648 million in assets with a focus on wealthier households.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")