Jose Luis Vitela

Employer firm

Silicon Beach Wealth, LLC CRD 310051

$190M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2019 → 08/2022
  Vicon Capital Partners Llc Dba Bluereef Capital
  Santa Monica, CA
• 01/2007 → 07/2020
  Core Financial Partners
  Venice, CA
• 07/2020 → Present
  Silicon Beach Wealth, Llc
  Santa Monica, CA

Previous Registrations

• 2019-05-24 → 2022-10-03
  Bluereef Capital
  Miami, FL
  Santa Monica, CA
• 2010-10-26 → 2019-12-31
  Core Financial
  Venice, CA
• 2002-07-12 → 2010-10-12
  Ameriprise Financial Services, Llc
  Los Angeles, CA
  Long Beach, CA
  Los Angeles, CA

Exams

• S66 Uniform Combined State Law Examination
  2002-07-11

Designations

• Certified Financial Planner

Other Names

• Joe Vitela
• Jose L Vitela