Juan R. Carvallo

LIFEINVEST WEALTH MANAGEMENT, LTD

Caracas,

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CRD#: 7804068

Professional summary

Juan Rodrigo Carvallo, who also goes by Juanro Carvallo, Juan Rodrigo Carvallo Salami, is a registered financial advisor currently at LIFEINVEST WEALTH MANAGEMENT, LTD and MIURA CAPITAL, LLC located in Miami, Florida.

Juan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Juan has worked at 2 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Juanro Carvallo | Juan Rodrigo Carvallo Salami

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.

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

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Juan Rodrigo Carvallo'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®

None

Experience

Current

July 24, 2025 - Present

LIFEINVEST WEALTH MANAGEMENT, LTD

RIA

CRD#: 146966

Caracas,

Current

September 18, 2023 - Present

MIURA CAPITAL, LLC

Office #1: 1395 Brickell Ave Suite 1560, Miami, FL 33131

CRD#: 146193

Miami, FL

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".

LIFEINVEST WEALTH MANAGEMENT, LTD

EMC MANAGERS CONSULTING, LTD. | LIFEINVEST WEALTH MANAGEMENT, LTD

CRD#: 146966 / SEC#: 801-69869

RIA

Registered Investment Advisory firm - (1/29/2009 Approved)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(12/6/2023)

Delaware
(12/6/2023)

Florida
(9/18/2023)

IAR

Florida
(7/24/2025)

New Hampshire
(12/6/2023)

Puerto Rico
(12/6/2023)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/8/2025

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/5/2023

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 9/18/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 3/27/2023

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

LIFEINVEST WEALTH MANAGEMENT, LTD

EMC MANAGERS CONSULTING, LTD. | LIFEINVEST WEALTH MANAGEMENT, LTD

CRD#: 146966 / SEC#: 801-69869

RIA

Registered Investment Advisory firm - (1/29/2009 Approved)

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Contact information

Main Address

1110 Brickell Avenue Suite 210-a, Miami, FL 33131-3136

Mailing Address

Phone number

(786) 523-0500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIRM BROCHURE LIFEINVEST WEALTH MANAGEMENT, LTD 2021 (11/14/2025)

Regulatory assets under management

Total Number of Accounts	474
AUM (Assets Under Management)	$ 447,071,076

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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Firm Stability Insights

Juan R. Carvallo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Juan Rodrigo Carvallo's CRS (Customer Relationship Summary).

Certified licenses

Experience

MIURA CAPITAL, LLC

Primary Firm SEC Registration

LIFEINVEST WEALTH MANAGEMENT, LTD

State Registrations and Notice Filings

Exams

Series 66

Date: 4/8/2025

Series 63

Date: 12/5/2023

Series 7TO

Date: 9/18/2023

SIE

Date: 3/27/2023

FINRA

Current Firm

LIFEINVEST WEALTH MANAGEMENT, LTD

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LIFEINVEST WEALTH MANAGEMENT, LTD

TRUST BUT VERIFY

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