Traveka Wealth, Llc
- Regulatory AUM
- $731M
- Discretionary
- $724M
- Clients
- 195
- Avg AUM / client
- $3.7M
- Accounts
- 798
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 61 | $33.3M | 4.56% |
| High net worth individuals | 133 | $695M | 95.0% |
| Charitable organizations | 1 | $2.9M | 0.4% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Anthony Lawrence Blagrove | Managing Member & Chief Compliance Officer | CFP CFA | Oct 2023 (3y) | 75% or more |
| Sharon Maria Paratte | Registered representative | CFP | Jan 2025 (2y) | |
| Sean Michael Mc Nally | Registered representative | CFP | Jan 2025 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Dynasty Financial Partners, Llc | Llc Member Owner | Aug 2023 | A | 5% – 10% |
| Dynasty Financial Holdings, Llc | Llc Member Owner | Dec 2022 | B | ≈ 3.75% – 10% via Dynasty Financial Partners, Llc |
| Gf Hudson, Llc | Llc Member Owner | Jun 2016 | B | ≈ 0.7% – 5% via Gf Dynasty Holdings, Llc |
| Gfny, Llc | Llc Member Owner | Dec 1987 | B | ≈ 0.53% – 5% via Gf Hudson, Llc |
| Gf Dynasty Holdings, Llc | Llc Member Owner | Jan 2016 | B | ≈ 0.94% – 5% via Dynasty Financial Holdings, Llc |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Dynasty Financial Holdings, Llc: 75% – 100% of Dynasty Financial Partners, Llc × 5% – 10% direct ≈ 3.75% – 10% of the firm
- Gf Hudson, Llc: 75% – 100% of Gf Dynasty Holdings, Llc × 25% – 50% of Dynasty Financial Holdings, Llc × 75% – 100% of Dynasty Financial Partners, Llc × 5% – 10% direct ≈ 0.7% – 5% of the firm
- Gfny, Llc: 75% – 100% of Gf Hudson, Llc × 75% – 100% of Gf Dynasty Holdings, Llc × 25% – 50% of Dynasty Financial Holdings, Llc × 75% – 100% of Dynasty Financial Partners, Llc × 5% – 10% direct ≈ 0.53% – 5% of the firm
- Gf Dynasty Holdings, Llc: 25% – 50% of Dynasty Financial Holdings, Llc × 75% – 100% of Dynasty Financial Partners, Llc × 5% – 10% direct ≈ 0.94% – 5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/27/2026 | 936 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $684M (94% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 27, 2026.
View current Form ADV (SEC/IAPD) ↗