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Traveka Wealth, LLC

EST. AUM
$730,770,162

CONTACTS
1

CLIENT ACCOUNTS
798

Firm Details

Metro area San Jose
CRD Number 328421
Website travekawealth.com
Client types

Overview

Traveka Wealth is dedicated to assisting individuals and families in identifying their priorities and achieving their long-term financial goals. The company aims to guide clients through the fluctuations of their financial journeys, empowering them to make informed decisions and providing a trusted partnership to illuminate their path forward.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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