Jose L. Vitela

SILICON BEACH WEALTH

MARINA DEL REY, CA 90292

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CRD#: 4537649

Professional summary

Jose Luis Vitela JR, CFP®, who also goes by Joe VItela, Jose L Vitela, is a registered financial advisor currently at SILICON BEACH WEALTH, LLC located in Marina Del Rey, California.

Jose is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Jose has worked at 5 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joe Vitela | Jose L Vitela

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Luis Jose Vitela is an investment adviser representative with another investment advisory firm, Bluereef Capital. Jose Luis Vitela is managing member of DGO Capital Management, LLC.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jose Luis Vitela JR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2007

Experience

Current

August 18, 2020 - Present

SILICON BEACH WEALTH, LLC

Office #1: 4551 Glencoe Ave Suite 215, Marina Del Rey, CA 90292

RIA

CRD#: 310051

MARINA DEL REY, CA

Past

May 24, 2019 - October 3, 2022

BLUEREEF CAPITAL

RIA

CRD#: 300405

Santa Monica, CA

Past

October 26, 2010 - December 31, 2019

CORE FINANCIAL

RIA

CRD#: 155205

VENICE, CA

Past

July 12, 2002 - October 12, 2010

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

LOS ANGELES, CA

Past

July 4, 2002 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

July 4, 2002 - October 12, 2010

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

LOS ANGELES, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SILICON BEACH WEALTH, LLC

HILLVIEW WEALTH | SILICON BEACH WEALTH, LLC | HILLVIEW WEALTH, LLC

CRD#: 310051 / SEC#: 801-132585

RIA

Registered Investment Advisory firm - (4/28/2025 Approved)

California

Registered Investment Advisory firm - (5/30/2025 Terminated)

Texas

Registered Investment Advisory firm - (4/30/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(8/18/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/11/2002

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 7/3/2002

General Securities Representative Examination

Current Firm

SILICON BEACH WEALTH, LLC

HILLVIEW WEALTH | SILICON BEACH WEALTH, LLC | HILLVIEW WEALTH, LLC

CRD#: 310051 / SEC#: 801-132585

RIA

Registered Investment Advisory firm - (4/28/2025 Approved)

California

Registered Investment Advisory firm - (5/30/2025 Terminated)

Texas

Registered Investment Advisory firm - (4/30/2025 Terminated)

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Contact information

Main Address

4551 Glencoe Ave Suite 215, Marina Del Rey, CA 90292

Mailing Address

Phone number

(424) 272-1638

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2B- VITELA (3/28/2025)

ADV PART 2A- SILICON BEACH WEALTH, LLC (3/28/2025)

Regulatory assets under management

Total Number of Accounts	670
AUM (Assets Under Management)	$ 143,805,566

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jose L. Vitela

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jose Luis Vitela JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

SILICON BEACH WEALTH, LLC

BLUEREEF CAPITAL

CORE FINANCIAL

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

SILICON BEACH WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/11/2002

Series 7

Date: 7/3/2002

Current Firm

SILICON BEACH WEALTH, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SILICON BEACH WEALTH, LLC

TRUST BUT VERIFY

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