Investment adviser representative · We Family Offices
Felipe Castro
CRD 6890338 · Coral Gables, FL
At a glance
Felipe Castro is an investment adviser representative with We Family Offices in Coral Gables, FL, according to the SEC’s Investment Adviser Public Disclosure records.
Current advisory firm
- We Family OfficesSince December 2025Coral Gables, FL · $18B in regulatory assets
SEC adviser record
- Registered since
- 2025
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Felipe’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.