Best Investors Account Sign in
Inactive

Asdrubal Jose Rivas Rojas

Lifeinvest Wealth Management, Ltd

Caracas

Miami, FL

Claim This Profile
Current Employers
Lifeinvest Wealth Management, Ltd

1110 Brickell Avenue Suite 210-A, Miami, FL 33131-3136 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2025-04-30
DE RA APPROVED 2024-12-19
FL RA APPROVED 2024-12-16
TX RA APPROVED 2024-11-22
  • NH RA
    APPROVED
    Since 2025-04-30
  • DE RA
    APPROVED
    Since 2024-12-19
  • FL RA
    APPROVED
    Since 2024-12-16
  • TX RA
    APPROVED
    Since 2024-11-22

Branch Locations

Caracas • Venezuela

1110 Brickell Avenue Suite 210-A, Miami, FL 33131-3136 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Consultores Grupo Kapital Caracas 01/2012 Present
Instituto De Finanzas Y Empresas Caracas 01/2008 12/2020
  • 01/2012 → Present
    Consultores Grupo Kapital
    Caracas
  • 01/2008 → 12/2020
    Instituto De Finanzas Y Empresas
    Caracas
Other Businesses

ARX Patrimonium LLC (Start: 03/2026). Inv-Related: NO. Position: Managing Member. Responsibilities: independent B2B consulting firm providing strategic research, analytics, wealth structuring analysis, family governance consulting, and coordination services to wealth management professionals and family offices. 5hrs weeks AR CAPITAL S.C. is a Personal business entity domiciled in Venezuela used for administrative purposes and personal consulting. This entity is not a registered broker-dealer or investment adviser. It does not hold third-party customer funds or securities. My Consulting services focused on financial education and business structuring for other industry professionals. I assist in developing investment frameworks and educational content. This role is strictly consultative; I do not manage assets, solicit clients, or sell securities in this capacity. Also, I have a new solicitors agreement for Bancaribe Capital, LLC (unaffiliated RIA). Role limited to introducing prospective clients. No authority to bind clients, execute trades, or provide investment supervision. Compensation based on referral fees. Finance Consulting Company. Title Senior Portfolio Manager, I have follow duties: to define the company's strategic plan. To coordinate the design and structuring of investment strategies for high­ income individuals and corporations. To coordinate economic and financial assessments at a domestic and international level. Counseling in the design of new products and lines of business. Counseling in Corporate Finance. Start Date: JAN 2012. I devote 5 hours per week.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-14
  • S65 Uniform Investment Adviser Law Examination
    2024-10-14

View on SEC IAPD

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor