Sharon Paratte
Traveka Wealth · Los Altos, California
Sharon Paratte is a fee-only financial advisor at Traveka Wealth in Los Altos, California, who holds the CFP credential. Traveka Wealth reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Traveka Wealth |
|---|---|
| Based in | Los Altos, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $730.8M across 798 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 7157308 |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.travekawealth.com |
How Sharon's firm compares
- Traveka Wealth's average account is about $916,000, from its Form ADV (assets managed divided by 798 accounts).
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Questions about Sharon
Is Sharon Paratte a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sharon holds no broker registration, and Traveka Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sharon charge for financial advice?
Sharon's firm, Traveka Wealth, reports charging a percentage of assets on its SEC Form ADV.
Where is Sharon Paratte based?
Sharon Paratte is based in Los Altos, California.
What credentials does Sharon Paratte hold?
Sharon Paratte holds the CFP credential.
Is Sharon Paratte registered with the SEC?
Yes. Sharon Paratte is registered as an investment adviser representative in CA and TX (CRD 7157308), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Traveka Wealth manage?
Traveka Wealth reports $730.8M across 798 accounts in assets under management.
How do I contact Sharon Paratte?
Through Sharon's website, www.travekawealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Los Altos
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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