WE FAMILY OFFICES
W.E. FAMILY OFFICES, LLC Legal Name
Adviser information for WE FAMILY OFFICES last updated from Form ADV on March 20th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 59 |
|---|---|
| Investment Advisory/Research | 22 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 32 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 108 | $13.9B |
| Total | 108 | $13.9B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 108 | $13.9B |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 66 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed feesPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-60025 |
|---|---|
| SEC ERA File Number | 801-60025 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 109869 |
| Legal Entity Identifier | None |
Principal Office
2811 PONCE DE LEON BLVDSUITE 840
CORAL GABLES
FL
United States
Monday - Friday, 8:30 A.M. TO 5:30 P.M.
Tel: 305-825-2225, Fax: 305-825-7790
Chief Compliance Officer
JOSEPH DIBARTOLO
CHIEF COMPLIANCE OFFICER
2811 PONCE DE LEON BLVD
SUITE 840
MIAMI
FL
United States
Tel:
631 834-0081
J************@******************M
(Full email address available in API data)
Regulatory Contact
MICHAEL ZEUNER
MANAGING PARTNER
2811 PONCE DE LEON BLVD
SUITE 840
MIAMI
FL
United States
Tel:
212 218 5100
M*************@******************M
(Full email address available in API data)
Industry Affiliates
| WREN INVESTMENT OFFICE | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ULLOA, SANTIAGO | Individual | – | MANAGER, DIRECTOR | 01/2013 | < 5% |
| LAGOMASINO, MARIA, ELENA | Individual | – | CEO, MANAGER, DIRECTOR | 03/2013 | < 5% |
| ZEUNER, MYRON, MICHAEL | Individual | – | MANAGER, DIRECTOR | 03/2013 | < 5% |
| W.E. FAMILY OFFICES HOLDINGS, LLC | Domestic Entity | – | HOLDING COMPANY | 02/2013 | > 75% |
| ULLOA, SANTIAGO | Individual | W.E. FAMILY OFFICES HOLDINGS, LLC | MANAGER | 01/2013 | 25-50% |
| LAGOMASINO, MARIA, ELENA | Individual | W.E. FAMILY OFFICES HOLDINGS, LLC | MANAGER | 03/2013 | 25-50% |
| ZEUNER, MYRON, MICHAEL | Individual | W.E. FAMILY OFFICES HOLDINGS, LLC | MANAGER | 03/2013 | 25-50% |
| BEECK, ALBERTO, LUIS | Individual | – | DIRECTOR | 09/2013 | < 5% |
| DIBARTOLO, JOSEPH, MAURICE | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2023 | < 5% |