W.E. FAMILY OFFICES, LLC

WE FAMILY OFFICES
CORAL GABLES, Florida·4 registered advisors·CRD# 109869
SEC# 801-600251305-825-2225
01

Firm Overview

AUM
$13.9B
Regulatory assets under management
Employees
59
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at W.E. FAMILY OFFICES, LLC

4 registered advisors
Gerardo Jose Nout
MIAMI, Florida
Maria Elena Lagomasino
CORAL GABLES, Florida
Myron Michael Zeuner
CORAL GABLES, Florida
Santiago Ulloa
CORAL GABLES, Florida
05

Office Locations

CORAL GABLES, Florida
3 advisors
MIAMI, Florida
1 advisor

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Data sourced from SEC Form ADV filings. W.E. FAMILY OFFICES, LLC (CRD# 109869) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.