This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

SILICON BEACH WEALTH, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jul 11, 2002earliest registration or exam on IAPD

Years in industry

24derivedfrom the industry start date

Years at current firm

6derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66

First exam

Jul 11, 2002

First registration

Jul 12, 2002

Dual registered

no

Other names

JOE VITELA|Jose L Vitela

IAPD individual key

4537649

• Occurred

  Oct 3, 2022
  Advisor changed firm

  Jose Luis Vitela left Bluereef Capital for Silicon Beach Wealth, Llc (registered 2020-08-18)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:0b1d4c77-c08f-971e-b4df-06653220979c

First observed

Jul 12, 2002

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.