Santiago Ulloa has been Manager of W.e. Family Offices since January 2013, is a control person of the firm and directly owns under 5% of it. Santiago Ulloa holds an Advanced degree in International Economics from Universidad Complutense and an Advanced Executive MBA Program from IESE.
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.
Santiago Ulloa is Founder & Managing Partner of WE Family Offices and is responsible for the firm's overall international business strategy. In 2000, he founded the firm's predecessor, TBK Investments, Inc.; in August 2007 TBK joined forces with GenSpring Family Offices, and in January 2013 the firm became independent again as WE Family Offices. Before founding TBK, he was with Banco Bilbao Vizcaya, where he led Private Banking for all of Latin America.
Santiago Ulloa’s longest registration is the current one, 15 years at W.e. Family Offices since 2010.
- Genspring Family Offices, LLC– · under a yearGreenwich, CT · Adviser representative · Firm CRD 109278
- We Family OfficesCurrent– present · 15 yearsCoral Gables, FL · Adviser representative · Firm CRD 109869
Investment adviser representative registrations
Santiago Ulloa is registered as an investment adviser representative in Florida, since December 2010.
- FloridaSince 3 December 2010
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 17 November 2010 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 4351594
- 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
- December 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- wefamilyoffices.com
Where does Santiago Ulloa work?
Santiago Ulloa has been Manager of W.e. Family Offices, LLC since January 2013, and is a control person of the firm.
Is Santiago Ulloa a financial advisor?
Yes. Santiago Ulloa has a current investment-adviser registration in Florida, through W.e. Family Offices since December 2010.
How many years of experience does Santiago Ulloa have?
Santiago Ulloa has 15 years in the financial industry, since December 2010, across 2 adviser firms.
What exams has Santiago Ulloa passed?
Santiago Ulloa passed the Series 65 in November 2010.
Where is Santiago Ulloa based?
Santiago Ulloa’s registered office is in Coral Gables, FL.
Is Santiago Ulloa registered with FINRA?
No. Santiago Ulloa has no current broker registration.
How can I verify Santiago Ulloa’s record?
Search CRD 4351594 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Santiago Ulloa’s full registration record.
