Myron Zeuner has been Manager of W.e. Family Offices since March 2013, is a control person of the firm and directly owns under 5% of it. Myron Zeuner holds a Bachelor of Arts from Brandeis University and an MBA from the University of Chicago.
W.e. Family Offices, LLC is a Coral Gables, FL firm with $17.8B under management, 112 clients and 35 advisers across 2 offices, as of its April 2026 filing.
Michael Zeuner is Managing Partner of WE Family Offices, one of the firm's three managing partners. Before his role at WE, he was senior executive partner of GenSpring Family Offices, where he was responsible for its network of 10 family offices in the United States. Earlier, he was managing director and global head of Wealth Solutions at JP Morgan Private Bank.
- We Family OfficesCurrent– present · 13 yearsCoral Gables, FL · Adviser representative · Firm CRD 109869
Investment adviser representative registrations
Myron Zeuner is registered as an investment adviser representative in 2 states. The first approvals date from June 2013; the most recent is New York, in August 2021.
- FloridaSince 12 June 2013
- New YorkSince 28 August 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 26 April 2013 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Myron Michael Zeuner
- CRD
- 4534178
- Firm
- W.e. Family Offices · CRD 109869
- Role
- Manager
- Office
- 2811 PONCE DE LEON BLVD, SUITE 840, Coral Gables, FL 33134
- Registration
- Investment adviser registration
- In the industry since
- June 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- wefamilyoffices.com
Where does Myron Zeuner work?
Myron Zeuner has been Manager of W.e. Family Offices, LLC since March 2013, and is a control person of the firm.
Is Myron Zeuner a financial advisor?
Yes. Myron Zeuner has a current investment-adviser registration in Florida and New York, through W.e. Family Offices since June 2013.
How many years of experience does Myron Zeuner have?
Myron Zeuner has 13 years in the financial industry, since June 2013, across 1 adviser firm.
What exams has Myron Zeuner passed?
Myron Zeuner passed the Series 65 in April 2013.
Where is Myron Zeuner based?
Myron Zeuner’s registered office is in Coral Gables, FL.
Is Myron Zeuner registered with FINRA?
No. Myron Zeuner has no current broker registration.
How can I verify Myron Zeuner’s record?
Search CRD 4534178 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Myron Zeuner’s full registration record.
