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They include 133 high-net-worth individuals, 61 individual clients and 1 charitable organization.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 27 February 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Traveka Wealth offer?","answer":"Traveka Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, education planning, estate planning, insurance, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Traveka Wealth charge?","answer":"Traveka Wealth charges up to 1.25% a year for its Wealth Management Services. The fee is billed in advance, is negotiable, has a $20,000 annual minimum and requires an account of at least $2,000,000.","source":"DISCLOSURE BROCHURE FOR TRAVEKA WEALTH, LLC, filed 27 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Traveka Wealth use?","answer":"Traveka Wealth’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $684M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 February 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Traveka Wealth have?","answer":"Traveka Wealth has 3 investment adviser representatives registered with state securities authorities, out of 7 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Traveka Wealth invest in?","answer":"At the end of its last fiscal year, Traveka Wealth’s separately managed accounts held 73% registered funds (mutual funds, ETFs, BDCs), 22% exchange-traded equities, 1% U.S. government and agency bonds, 1% state and local bonds and 1% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Traveka Wealth have a minimum investment?","answer":"Yes, Traveka Wealth’s minimum account size for its Wealth Management Services is $2M. It charges a $20K annual minimum fee.","source":"DISCLOSURE BROCHURE FOR TRAVEKA WEALTH, LLC, filed 27 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Traveka Wealth?","answer":"Traveka Wealth is owned through a chain of holding companies by GF Dynasty Holdings, LLC and the Blagrove-Nguyen Family Trust. Its direct owners are Anthony Blagrove (75% or more), Dynasty Financial Partners, LLC (5% to 10%) and Lota Wealth (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 27 February 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Traveka Wealth get paid?","answer":"Traveka Wealth is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Traveka Wealth?","answer":"Traveka Wealth’s main office is at 175 S San Antonio Road, Suite 101, Los Altos, CA 94022. Its phone number is 650-397-2225. 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