W.E. FAMILY OFFICES, LLC

WE FAMILY OFFICES
CORAL GABLES, Florida·6 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
6
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

6 registered advisors
Alberto Luis Beeck
CORAL GABLES, Florida
Gerardo Jose Nout
MIAMI, Florida
Maria Elena Lagomasino
CORAL GABLES, Florida
Myron Michael Zeuner
CORAL GABLES, Florida
Paul Anthony Hoffman
MIAMI, Florida
Santiago Ulloa
CORAL GABLES, Florida
05

Office Locations

CORAL GABLES, Florida
4 advisors
MIAMI, Florida
2 advisors

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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.