Wealth manager, independent · Coral Gables, FL
WE Family Offices
W.E. Family Offices, LLC · SEC-registered investment adviser · CRD 109869 · SEC 801-60025
At a glance
WE Family Offices is an SEC-registered investment adviser based in Coral Gables, Florida, with $18B in regulatory assets under management as of its Form ADV filed April 21, 2026. It reports 112 individual clients, 112 of them high-net-worth, holding an average of about $159 million each, and 65 employees. That ranks it 54th among the nation’s 5,657 independent wealth management RIAs and 2nd of 343 in Florida.
Main office 305-825-2225wefamilyoffices.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $18B
- Rank among independent wealth managers
- #54 of 5,657
- Rank among all SEC RIAs
- #944 of 17,210
- Rank in Florida
- #2 of 343
- Individual clients
- 112
- High-net-worth clients
- 112
- Accounts
- 112
- Discretionary
- 0% of AUM
- Employees
- 65
- Advisory staff
- 35
- Offices
- 2
Owners and executives on its Form ADV
- Santiago UlloaManager
- Maria E. LagomasinoCEO, Manager
- Myron M. ZeunerManager
- Edward D. McCutcheonChief Compliance Officer
Custody and brokerage
Custodian
WE Family Offices’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Broker-dealer
No broker-dealer ties
WE Family Offices reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 112 | $18B | 100% |
Disciplinary disclosures
WE Family Offices reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗wefamilyoffices.com ↗
AtlasMembers
The full record on WE Family Offices
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 239 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Florida
All of Florida →| Firm | Regulatory AUM | Clients |
|---|---|---|
| CorientMiami | $165B | 25,963 |
| Independent Financial PartnersTampa | $16B | 52,539 |
| CV Advisors LLCAventura | $15B | 145 |
| FacetWest Palm Beach | $7.6B | 14,741 |
| Dakota Wealth, LLCPalm Beach Gardens | $6.9B | 3,728 |
| Kovack Advisors, Inc.Ft. Lauderdale | $6.3B | 12,906 |
Compare WE Family Offices with
- WE Family Offices vs Corient $165B · Miami, FL
- WE Family Offices vs Comprehensive Financial Management LLC $19B · LOS Gatos, CA
- WE Family Offices vs Aspiriant, LLC $18B · LOS Angeles, CA
- WE Family Offices vs Modera Wealth Management, LLC $18B · Westwood, NJ
- WE Family Offices vs Mission Wealth Management, LP $17B · Santa Barbara, CA
- WE Family Offices vs Independent Financial Partners $16B · Tampa, FL
Background
Questions
How much does WE Family Offices manage?
WE Family Offices reports $18B in regulatory assets under management across 112 accounts, 0% of it on a discretionary basis, on its Form ADV filed April 21, 2026.
How many clients does WE Family Offices have?
It reports 112 individual clients: 112 high-net-worth individuals and 0 other individuals. Individuals account for about 100% of its regulatory assets.
Where is WE Family Offices headquartered?
Its main office is in Coral Gables, Florida. It reports 2 offices in total and 65 employees, 35 of whom perform investment advisory functions.
How does WE Family Offices charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees; performance-based fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
Is WE Family Offices a hybrid RIA with a broker-dealer?
WE Family Offices reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is WE Family Offices a fiduciary?
As an SEC-registered investment adviser, WE Family Offices owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is WE Family Offices’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-04-21), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →