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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-18-2023
- Office Locations
- 1
Office Locations
About Traveka Wealth, LLC
Traveka Wealth is an independent RIA in Silicon Valley serving successful individuals and families, with a strong focus on technology-sector professionals. The firm provides customized wealth management, investment management, and financial planning with emphasis on tax-efficient strategies and stock-based equity compensation planning. Client access is offered via an eMoney portal; custody is reported with Charles Schwab and Fidelity/NFS.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ANTHONY LAWRENCE BLAGROVE
Chief Compliance Officer, Chief Executive Officer, FOUNDER
- CRD
- #4949351
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Sean Michael McNally
--
- CRD
- #7040315
SHARON MARIA PARATTE
--
- CRD
- #7157308
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $724,187,234 | $912,075 |
| Non-Discretionary | $6,582,928 | $1,645,732 |
| Total | $730,770,162 | $915,752 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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