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Managing Member & Chief Compliance Officer · Silicon Beach Wealth, LLC

Jose L. Vitela

CRD 4537649 · Named on Form ADV at one SEC-registered adviser

At a glance

Silicon Beach Wealth, LLC, an SEC-registered wealth manager based in Marina Del REY, CA with $190 million in regulatory assets, lists Jose L. Vitela on its Form ADV as Managing Member & Chief Compliance Officer, a control person.

Firms and roles

  • Silicon Beach Wealth, LLCManaging Member & Chief Compliance OfficerWealth manager · Marina Del REY, CA · $190M in regulatory assets

AtlasMembers

Jose’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jose’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.