W.e. Family Offices, LLC
● SEC registered since 2001CRD 109869SEC# 801-60025Coral Gables, FL
Reg. AUM
$17.75B
Employees
65
Accounts
112
Location
Coral Gables, FL
W.e. Family Offices, LLC assets under management
W.e. Family Offices, LLC is an investment advisory firm registered with the SEC based in Coral Gables, FL. The firm has been registered since 2001. It reports $17.8 billion in regulatory assets under management and employs 65 people.
W.e. Family Offices, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Edward D. McCutcheon Control | Chief Compliance Officer | Under 5% | 2025 |
| Maria Elena Lagomasino Control | Ceo, Manager | Under 5% | 2013 |
| Myron Michael Zeuner Control | Manager | Under 5% | 2013 |
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does W.e. Family Offices, LLC manage?
W.e. Family Offices, LLC reports $17.8 billion in regulatory assets under management on its Form ADV.
How many employees does W.e. Family Offices, LLC have?
W.e. Family Offices, LLC reports 65 employees.
Where is W.e. Family Offices, LLC located?
W.e. Family Offices, LLC is based in Coral Gables, FL and has been SEC-registered since 2001.
Does W.e. Family Offices, LLC disclose fund performance?
W.e. Family Offices, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2811 Ponce de Leon Blvd, Suite 840, Coral Gables, FL 33134 |
| Phone | 305-825-2225 |
| Fax | 305-825-7790 |
| Office hours | 8:30 a.m. To 5:30 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$17.75B▲ 28%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 6%
Larger than 94% of 16,271 advisers
EmployeesTop 10%
More than 90% of 16,825 advisers
Assets under management
$17.75Bregulatory AUM
Discretionary $0Non-discretionary $17.75B