{"url":"https://nivawealth.com/firms/w-e-family-offices-109869","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/109869","regulatoryAum":17752394957,"crd":"109869","secFileNumber":"801-60025","legalName":"W.E. Family Offices, LLC","displayName":"W.E. Family Offices","website":"http://www.wefamilyoffices.com","linkedinUrl":"https://www.linkedin.com/company/we-family-offices/","founded":null,"organization":"Florida limited liability company","fiscalYearEnd":"December","headquarters":{"street":"2811 Ponce De Leon BLVD, Suite 840","city":"Coral Gables","state":"FL","stateName":"Florida","country":"United States","postalCode":"33134"},"tradeNames":[],"registration":{"secApproved":"14 February 2001","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":65,"advisory":35,"brokerDealerReps":0,"insuranceAgents":0,"promoters":3},"aum":{"discretionary":0,"discretionaryAccounts":0,"nonDiscretionary":17752394957,"nonDiscretionaryAccounts":112,"wrapProgram":null,"nonUsClientsPct":60,"nonAumClients":0},"clientTypes":[{"label":"High-net-worth individuals","clients":112,"regulatoryAum":17752394957}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"W.E. Family Offices does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Edward McCutcheon","title":"Chief Compliance Officer","crd":"6178148"},{"name":"Maria Lagomasino","title":"CEO, Manager","crd":"4596698"},{"name":"Santiago Ulloa","title":"Manager","crd":"4351594"},{"name":"Myron Zeuner","title":"Manager","crd":"4534178"}],"ownership":[{"label":"W.E. Family Offices Holdings, LLC","detail":"Holding company in the 75% or more ownership band and a control person, since February 2013."},{"label":"Santiago Ulloa","detail":"Indirect owner: a manager, director of W.E. Family Offices Holdings, LLC in the 25% to 50% band and a control person, since January 2013.","parent":"W.E. Family Offices Holdings, LLC"},{"label":"Maria Lagomasino","detail":"Indirect owner: a manager, director of W.E. Family Offices Holdings, LLC in the 25% to 50% band and a control person, since March 2013.","parent":"W.E. Family Offices Holdings, LLC"},{"label":"Myron Zeuner","detail":"Indirect owner: a manager, director of W.E. Family Offices Holdings, LLC in the 25% to 50% band and a control person, since March 2013.","parent":"W.E. Family Offices Holdings, LLC"},{"label":"Alberto Beeck","detail":"Indirect owner: director of W.E. Family Offices Holdings, LLC and a control person, since September 2013.","parent":"W.E. Family Offices Holdings, LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"2811 Ponce De Leon BLVD, Suite 840","city":"Coral Gables","headquarters":true}]},{"state":"New York","offices":1,"addresses":[{"street":"1270 Avenue of the Americas","city":"New York"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"305-825-2225","stateRegisteredReps":30,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)","Performance-based fees"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"101-250","assetMix":[{"label":"Exchange-traded equity securities","percent":15},{"label":"U.S. government/agency bonds","percent":1},{"label":"U.S. state and local bonds","percent":2},{"label":"Investment grade corporate bonds","percent":5},{"label":"Non-investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":18},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":24},{"label":"Cash and cash equivalents","percent":8},{"label":"Other","percent":26,"detail":"Operating Company Interests, Real Estate and Other Real Assets."}],"privateFunds":0},"sources":{"adv1FilingDate":"21 April 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/109869/PDF/109869.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does W.E. Family Offices have?","answer":"W.E. Family Offices has 112 clients and manages $17.8 billion for them, as of April 2026.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 21 April 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does W.E. Family Offices offer?","answer":"W.E. Family Offices provides financial planning, portfolio management for individuals and small businesses and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does W.E. Family Offices have?","answer":"W.E. Family Offices has 30 investment adviser representatives registered with state securities authorities, out of 65 employees, and 35 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does W.E. Family Offices invest in?","answer":"At the end of its last fiscal year, W.E. Family Offices’ separately managed accounts held 26% operating company interests, real estate and other real assets., 24% pooled vehicles (private funds and similar), 18% registered funds (mutual funds, ETFs, BDCs), 15% exchange-traded equities, 8% cash and equivalents, 5% investment grade corporate bonds, 2% state and local bonds, 1% U.S. government and agency bonds and 1% high-yield corporate bonds. It advises no private funds of its own.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns W.E. Family Offices?","answer":"W.E. Family Offices is owned through a holding company by Santiago Ulloa, Maria Lagomasino and Myron Zeuner. Its direct owner is W.E. Family Offices Holdings, LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 21 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does W.E. Family Offices get paid?","answer":"W.E. Family Offices is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}