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Manager · WE Family Offices

Santiago Ulloa

CRD 4351594 · 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 Santiago Ulloa on its Form ADV as Manager, a control person.

Firms and roles

  • WE Family OfficesManagerWealth manager · Coral Gables, FL · $18B in regulatory assets

AtlasMembers

Santiago’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 Santiago’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.