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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

TRAVEKA WEALTH, LLC

CRD 328421

LOS ALTOS, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8dcfb022-c2e6-24ba-a882-16f41edcb0c5

Data as of Feb 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 5
On other graphs: 0
Observed: Sep 14, 2023 to Feb 27, 2026
10 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $731MItem 5.F on the latest filing (2026-02-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $724M
Private client RAUM: $728MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $244Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 798
Individual clients: 61
High net worth clients: 133
Custody, client assets: $250M
SEC number: 801-128889
CRD: 328421
Filings on the tape: 10
First filed: Sep 14, 2023
Latest filed: Feb 27, 2026
Organised: Limited Liability Company, DE
Website: travekawealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ANTHONY LAWRENCE BLAGROVE	Certified Financial Planner\|Chartered Financial Analyst	LOS ALTOS, CA	2	18	2	no
SHARON MARIA PARATTE	Certified Financial Planner	LOS ALTOS, CA	1	9	1	no
Sean Michael McNally	Certified Financial Planner	Los Altos, CA	1	11	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BLAGROVE, ANTHONY, L	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	yes	10/2023	Oct 13, 2023	Nov 6, 2024
DYNASTY FINANCIAL HOLDINGS, LLC	LLC MEMBER - OWNER	E	yes	12/2022	Oct 5, 2023	Nov 6, 2024
GF DYNASTY HOLDINGS, LLC	LLC MEMBER - OWNER	C	yes	01/2016	Oct 5, 2023	Nov 6, 2024
GF HUDSON, LLC	LLC MEMBER - OWNER	E	yes	06/2016	Oct 5, 2023	Nov 6, 2024
GFNY, LLC	LLC MEMBER - OWNER	E	yes	12/1987	Oct 5, 2023	Nov 6, 2024
DYNASTY FINANCIAL PARTNERS, LLC	LLC MEMBER - OWNER	A	no	08/2023	Sep 14, 2023	Nov 6, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 27, 2026	$731M	$724M	7	3	0	n/a	n/a
2024	Jan 21, 2025	$648M	$609M	6	3	0	n/a	n/a
2023	Feb 14, 2024	$531M	$469M	6	2	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	3	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$731M	$648M	12.8%	n/a	n/a	7	6	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
UNITED CAPITAL FINANCIAL ADVISORS	3	Nov 3, 2023	Jan 15, 2025	MENLO PARK, CA	Team lift out	Ibd to new firm	1.7%

Relationships

Registered with (3)

← Sean Michael McNallyAdvisorregistration: current employment
Jan 15, 2025 to presentfactForm ADV
← SHARON MARIA PARATTEAdvisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← ANTHONY LAWRENCE BLAGROVEAdvisorregistration: current employment
Oct 23, 2023 to presentfactForm ADV

Moved with (1)

← UNITED CAPITAL FINANCIAL ADVISORSRegistered adviser3 advisors, team lift out
Nov 3, 2023 to Jan 15, 2025factForm ADV

Controls (5)

← BLAGROVE, ANTHONY, LOwnerMANAGING MEMBER & CHIEF COMPLIANCE OFFICER, ownership code E, individual
Oct 13, 2023 to Nov 6, 2024factForm ADV
← DYNASTY FINANCIAL HOLDINGS, LLCOwnerLLC MEMBER - OWNER, ownership code E, domestic entity
Oct 5, 2023 to Nov 6, 2024factForm ADV
← GF DYNASTY HOLDINGS, LLCOwnerLLC MEMBER - OWNER, ownership code C, domestic entity
Oct 5, 2023 to Nov 6, 2024factForm ADV
← GF HUDSON, LLCOwnerLLC MEMBER - OWNER, ownership code E, domestic entity
Oct 5, 2023 to Nov 6, 2024factForm ADV
← GFNY, LLCOwnerLLC MEMBER - OWNER, ownership code E, domestic entity
Oct 5, 2023 to Nov 6, 2024factForm ADV

Owns (1)

← DYNASTY FINANCIAL PARTNERS, LLCOwnerLLC MEMBER - OWNER, ownership code A, domestic entity
Sep 14, 2023 to Nov 6, 2024factForm ADV

Dated events

Occurred
Nov 3, 2023
Team lift-out
3 advisors left United Capital Financial Advisors (Los Altos, CA) for Traveka Wealth, LLC within 6 days
Form ADVobserved 3 days ago
3 advisors
Occurred
Oct 13, 2023
Control person joined
L Anthony Blagrove (Managing Member & Chief Compliance Officer) appeared on Schedule A of Traveka Wealth, Llc
Form ADVobserved 3 days ago
Occurred
Oct 13, 2023
Control person left
Thomas Andrew Butte (Chief Compliance Officer) no longer on Schedule A of Traveka Wealth, Llc (listed 2023-10-05, absent 2023-10-13)
Form ADVobserved 3 days ago
Occurred
Oct 13, 2023
Control person left
Richard Jonathan Morris (Chief Legal And Governance Officer) no longer on Schedule A of Traveka Wealth, Llc (listed 2023-10-05, absent 2023-10-13)
Form ADVobserved 3 days ago
Occurred
Sep 14, 2023
First Form ADV filing
Margot Wealth Ventures, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8dcfb022-c2e6-24ba-a882-16f41edcb0c5
First observed: Sep 14, 2023
Last observed: Feb 27, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

TRAVEKA WEALTH, LLC

CRD 328421

LOS ALTOS, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8dcfb022-c2e6-24ba-a882-16f41edcb0c5

Data as of Feb 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:19 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ANTHONY LAWRENCE BLAGROVE

Certified Financial Planner|Chartered Financial Analyst

LOS ALTOS, CA

SHARON MARIA PARATTE

Certified Financial Planner

LOS ALTOS, CA

Sean Michael McNally

Certified Financial Planner

Los Altos, CA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BLAGROVE, ANTHONY, L

MANAGING MEMBER & CHIEF COMPLIANCE OFFICER

yes

10/2023

Oct 13, 2023

Nov 6, 2024

DYNASTY FINANCIAL HOLDINGS, LLC

LLC MEMBER - OWNER

yes

12/2022

Oct 5, 2023

Nov 6, 2024

GF DYNASTY HOLDINGS, LLC

LLC MEMBER - OWNER

yes

01/2016

Oct 5, 2023

Nov 6, 2024

GF HUDSON, LLC

LLC MEMBER - OWNER

yes

06/2016

Oct 5, 2023

Nov 6, 2024

GFNY, LLC

LLC MEMBER - OWNER

yes

12/1987

Oct 5, 2023

Nov 6, 2024

DYNASTY FINANCIAL PARTNERS, LLC

LLC MEMBER - OWNER

08/2023

Sep 14, 2023

Nov 6, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 27, 2026

$731M

$724M

n/a

2024

Jan 21, 2025

$648M

$609M

n/a

2023

Feb 14, 2024

$531M

$469M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$731M

$648M

12.8%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

UNITED CAPITAL FINANCIAL ADVISORS

Nov 3, 2023

Jan 15, 2025

MENLO PARK, CA

Team lift out

Ibd to new firm

1.7%