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President Chief Executive Officer / Chief Operating Officer · Lifeinvest Wealth Management, LTD

Juan C. Carvallo

CRD 2587147 · Named on Form ADV at one SEC-registered adviser

At a glance

Lifeinvest Wealth Management, LTD, an SEC-registered wealth manager based in Miami, FL with $301 million in regulatory assets, lists Juan C. Carvallo on its Form ADV as President Chief Executive Officer / Chief Operating Officer, a control person.

Firms and roles

AtlasMembers

Juan’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.

Colleagues named on the same filings

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