Juan Rodrigo Carvallo

Employer firm

Lifeinvest Wealth Management, Ltd CRD 146966

$301M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• CONSULTING SERVICES

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

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

Current Employers

Employment History

• 02/2018 → 05/2023
  Consultores Grupo Kapital
  Caracas
• 09/2015 → 07/2021
  Universidad Metropolitana
  Caracas
• 06/2023 → Present
  Lifeinvest Wealth Management
  Miami, FL
• 09/2023 → Present
  Miura Capital, Llc
  Miami, FL

Other Businesses

LIFEINVEST WEALTH MANAGEMENT. PORTFOLIO MANAGER. INVESTEMENT RELATED. 1110 BRICKELL AVENUE SUITE 210-A MIAMI FL 33131. START DATE: 06/2023. DEDICATED 20 HRS/MONTH. Miura Capital. Rep Broker. Investment Related. 1395 Brickell Ave, Suite 1560, Miami FL, 33131. Start Date. SEP/2023, 10hr/mo

Exams

• S66 Uniform Combined State Law Examination
  2025-04-08
• S63 Uniform Securities Agent State Law Examination
  2023-12-05

Other Names

• Juanro Carvallo
• Juan Rodrigo Carvallo Salami