We Family Offices

We Family Offices (CRD# 109869) is a financial advisory firm headquartered in Miami, FL. They manage $4,237,332,863 in 70 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,237
    MILLION
  • Total Number of Accounts
    70
    ACCOUNTS
  • Average Account Value
    $60,533,327
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, FL, NY

Financial Advisors at We Family Offices
Showing 1 - 10 of 22 top financial advisors.
1
Santiago Castro
CRD#: 5895394
701 Brickell Avenue, Suite 2100, Miami, FL 33131
93
Wealthminder
score

Santiago Castro (CRD# 5895394) is an Investment Advisor Representative working at We Family Offices in Miami, FL and has over 5 years of experience in the finance industry.

2
Pablo J. Ceballos
CRD#: 2741631
Greenwich, CT
93
Wealthminder
score

Pablo Ceballos (CRD# 2741631) is an Investment Advisor Representative working at We Family Offices in Greenwich, CT and has over 20 years of experience in the finance industry.

3
Jose R. Gutierrez
CRD#: 1801444
701 Brickell Avenue, Suite 2100, Miami, FL 33131
93
Wealthminder
score

Jose Gutierrez (CRD# 1801444) is an Investment Advisor Representative working at We Family Offices in Miami, FL and has over 14 years of experience in the finance industry.

4
Sven Huber
CRD#: 5662509
701 Brickell Avenue, Suite 2100, Miami, FL 33131
93
Wealthminder
score

Sven Huber (CRD# 5662509) is an Investment Advisor Representative working at We Family Offices in Miami, FL and has over 7 years of experience in the finance industry.

5
Elaine King-Fuentes
CRD#: 2773058
701 Brickell Avenue, Suite 2100, Miami, FL 33131
93
Wealthminder
score

Elaine King-Fuentes (CRD# 2773058) is an Investment Advisor Representative working at We Family Offices in Miami, FL and has over 3 years of experience in the finance industry. Elaine King-Fuentes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
César P. Maldonado
CRD#: 5859899
701 Brickell Avenue, Suite 2100, Miami, FL 33131
93
Wealthminder
score

César Maldonado (CRD# 5859899) is an Investment Advisor Representative working at We Family Offices in Miami, FL and has over 5 years of experience in the finance industry.

7
Julie L. Neitzel
CRD#: 2561846
701 Brickell Avenue, Suite 2100, Miami, FL 33131
93
Wealthminder
score

Julie Neitzel (CRD# 2561846) is an Investment Advisor Representative working at We Family Offices in Miami, FL and has over 21 years of experience in the finance industry.

8
Gerardo J. Nout
CRD#: 4833103
701 Brickell Avenue, Suite 2100, Miami, FL 33131
93
Wealthminder
score

Gerardo Nout (CRD# 4833103) is an Investment Advisor Representative working at We Family Offices in Miami, FL and has over 12 years of experience in the finance industry.

9
Rocio M. Ortega
CRD#: 4285252
701 Brickell Avenue, Suite 2100, Miami, FL 33131
93
Wealthminder
score

Rocio Ortega (CRD# 4285252) is an Investment Advisor Representative working at We Family Offices in Miami, FL and has over 15 years of experience in the finance industry.

10
Cesar A. Pachon
CRD#: 4074988
701 Brickell Avenue, Suite 2100, Miami, FL 33131
93
Wealthminder
score

Cesar Pachon (CRD# 4074988) is an Investment Advisor Representative working at We Family Offices in Miami, FL and has over 16 years of experience in the finance industry.

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