Edward McCutcheon is a control person of W.e. Family Offices and directly owns under 5% of it. Edward McCutcheon studied at Brown University and Cornell Law School.
W.e. Family Offices is an investment adviser based in Coral Gables, FL, registered with the SEC since 2001. It provides financial planning and investment management. Its clients include high-net-worth individuals. Its regulatory assets under management total $17.8 billion, as filed on 21 April 2026. Its fees, ownership and offices are on the firm’s profile.
Ted McCutcheon is Chief Compliance Officer of WE Family Offices and serves as the firm's outsourced chief compliance officer. From 2013 to 2019, he served as WE's first general counsel and chief compliance officer and was a partner of the firm. He started his legal career as an Assistant District Attorney in Manhattan and was Senior Trial Counsel at the SEC.
- CRD
- 6178148
- Firm
- W.e. Family Offices · CRD 109869
- Role
- Chief Compliance Officer
- In role since
- January 2025 · 1 year
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Coral Gables, FL
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- wefamilyoffices.com
Where does Edward McCutcheon work?
Edward McCutcheon has been Chief Compliance Officer of W.e. Family Offices, LLC since January 2025, and is a control person of the firm.
How can I verify Edward McCutcheon’s record?
Edward McCutcheon’s role is listed on W.e. Family Offices, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 109869.
