Juan Rodrigo Carvallo
Investment adviser representative at Lifeinvest Wealth Management, Ltd
11 yearsExperience
1 stateRegistered in
$300.5MFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Miura Capital, LLCSep 2023 to now
- Lifeinvest Wealth Management, LtdJun 2023 to now
- Consultores Grupo KapitalFeb 2018 to May 2023
- Universidad MetropolitanaSep 2015 to Jul 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
Lifeinvest Wealth Management, Ltd
$300.5MAssets managed
261Clients
8Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7804068
- Firm CRD
- 146966