Founder, Chief Executive Officer, & Chief Compliance Officer · Traveka Wealth, LLC
Anthony L. Blagrove
CRD 4949351 · Named on Form ADV at one SEC-registered adviser
At a glance
Traveka Wealth, LLC, an SEC-registered wealth manager based in LOS Altos, CA with $731 million in regulatory assets, lists Anthony L. Blagrove on its Form ADV as Founder, Chief Executive Officer, & Chief Compliance Officer, a control person.
Firms and roles
- Traveka Wealth, LLCFounder, Chief Executive Officer, & Chief Compliance OfficerWealth manager · LOS Altos, CA · $731M in regulatory assets
AtlasMembers
Anthony’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Anthony’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.