We Family Offices

We Family Offices (CRD# 109869) is a financial advisory firm headquartered in Miami, FL. They manage $13,382,462,057 in 96 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
701 Brickell Avenue, Suite 2101, Miami, FL 33131
https://www.linkedin.com/company/we-family-offices/
By the Numbers
  • Total Assets Under Management
    13,382
    MILLION
  • Total Number of Accounts
    96
    ACCOUNTS
  • Average Account Value
    $139,400,646
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)
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 29 top financial advisors.
1
Daniela Asturias-Reguera, financial advisor New York NY
Daniela M. Asturias-Reguera
CRD#: 6844722
1270 Avenue Of The Americas, Ste. 2101, New York, NY 10020

Daniela Asturias-Reguera (CRD# 6844722) is an Investment Advisor Representative working at We Family Offices in New York, NY and has over 4 years of experience in the finance industry.

2
Nicolas Bascunan, financial advisor Miami FL
Nicolas Bascunan
CRD#: 5977588
701 Brickell Avenue, Suite 2101, Miami, FL 33131

Nicolas Bascunan (CRD# 5977588) is an Investment Advisor Representative working at We Family Offices in Miami, FL and has over 9 years of experience in the finance industry.

3
Santiago Castro, financial advisor Miami FL
Santiago Castro
CRD#: 5895394
701 Brickell Avenue, Suite 2101, Miami, FL 33131

Santiago Castro (CRD# 5895394) is an Investment Advisor Representative working at We Family Offices in Miami, FL and has over 11 years of experience in the finance industry.

4
Pablo Ceballos, financial advisor Greenwich CT
Pablo J. Ceballos
CRD#: 2741631
Greenwich, CT

Pablo Ceballos (CRD# 2741631) is an Investment Advisor Representative working at We Family Offices in Greenwich, CT and has over 26 years of experience in the finance industry.

5
Milagros Gomez, financial advisor Miami FL
Milagros C. Gomez
CRD#: 6602355
701 Brickell Avenue, Suite 2101, Miami, FL 33131

Milagros Gomez (CRD# 6602355) is an Investment Advisor Representative working at We Family Offices in Miami, FL and has over 3 years of experience in the finance industry.

6
Aurora Gonzalez, financial advisor Miami FL
Aurora Gonzalez
CRD#: 4557220
701 Brickell Avenue, Suite 2101, Miami, FL 33131

Aurora Gonzalez (CRD# 4557220) is an Investment Advisor Representative working at We Family Offices in Miami, FL and has over 19 years of experience in the finance industry.

7
Alberto Guerrero, financial advisor Miami FL
Alberto Guerrero
CRD#: 6683000
701 Brickell Avenue, Suite 2101, Miami, FL 33131

Alberto Guerrero (CRD# 6683000) is an Investment Advisor Representative working at We Family Offices in Miami, FL and has over 5 years of experience in the finance industry.

8
Natalia Hoyos Mesa, financial advisor Miami FL
Natalia Hoyos Mesa
CRD#: 6676574
701 Brickell Avenue, Suite 2101, Miami, FL 33131

Natalia Hoyos Mesa (CRD# 6676574) is an Investment Advisor Representative working at We Family Offices in Miami, FL and has over 6 years of experience in the finance industry.

9
Sven Huber, financial advisor Miami FL
Sven Huber
CRD#: 5662509
701 Brickell Avenue, Suite 2101, Miami, FL 33131

Sven Huber (CRD# 5662509) is an Investment Advisor Representative working at We Family Offices in Miami, FL and has over 13 years of experience in the finance industry.

10
Joseph Kellogg, financial advisor Miami FL
Joseph C. Kellogg
CRD#: 4845384
701 Brickell Avenue, Suite 2101, Miami, FL 33131

Joseph Kellogg (CRD# 4845384) is an Investment Advisor Representative working at We Family Offices in Miami, FL and has over 9 years of experience in the finance industry. Joseph Kellogg 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.

1 2 3 ... Next

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals