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Chief Compliance Officer · WE Family Offices

Edward D. McCutcheon

CRD 6178148 · Named on Form ADV at one SEC-registered adviser

At a glance

WE Family Offices, an SEC-registered wealth manager based in Coral Gables, FL with $17.8 billion in regulatory assets, lists Edward D. McCutcheon on its Form ADV as Chief Compliance Officer, a control person.

Firms and roles

  • WE Family OfficesChief Compliance OfficerWealth manager · Coral Gables, FL · $18B in regulatory assets

AtlasMembers

Edward’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Edward’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.