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).

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 41 top financial advisors.
1
Pablo D. Aguilar
CRD#: 6428252
701 Brickell Avenue, Suite 2101, Miami, FL 33131

Pablo Aguilar (CRD# 6428252) is an Investment Advisor Representative working at We Family Offices in Miami, FL and has over 7 years of experience in the finance industry.

2
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.

3
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.

4
Manuel Cabielles
CRD#: 4291608
701 Brickell Avenue, Suite 2100, Miami, FL 33131

Manuel Cabielles (CRD# 4291608) is an Investment Advisor Representative working at We Family Offices in Miami, FL and has over 21 years of experience in the finance industry.

5
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.

6
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.

7
Felix G. Gil
CRD#: 5071921
701 Brickell Avenue, Suite 2100, Miami, FL 33131

Felix Gil (CRD# 5071921) is an Investment Advisor Representative working at We Family Offices in Miami, FL and has over 16 years of experience in the finance industry.

8
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.

9
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.

10
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.

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