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 11 - 20 of 29 top financial advisors.
11
Maria E. Lagomasino
CRD#: 4596698
701 Brickell Avenue, Suite 2101, Miami, FL 33131

Maria Lagomasino (CRD# 4596698) is an Investment Advisor Representative working at We Family Offices in Miami, FL and has over 8 years of experience in the finance industry.

12
César P. Maldonado
CRD#: 5859899
701 Brickell Avenue, Suite 2101, Miami, FL 33131

César Maldonado (CRD# 5859899) is an Investment Advisor Representative working at We Family Offices in Miami, FL and has over 11 years of experience in the finance industry.

13
Claudia J. Naffah
CRD#: 5842814
701 Brickell Avenue, Suite 2101, Miami, FL 33131

Claudia Naffah (CRD# 5842814) is an Investment Advisor Representative working at We Family Offices in Miami, FL and has over 7 years of experience in the finance industry.

14
Julie L. Neitzel
CRD#: 2561846
701 Brickell Avenue, Suite 2101, Miami, FL 33131

Julie Neitzel (CRD# 2561846) is an Investment Advisor Representative working at We Family Offices in Miami, FL and has over 27 years of experience in the finance industry.

15
Rocio M. Ortega
CRD#: 4285252
701 Brickell Avenue, Suite 2101, Miami, FL 33131

Rocio Ortega (CRD# 4285252) is an Investment Advisor Representative working at We Family Offices in Miami, FL and has over 21 years of experience in the finance industry.

16
Cesar A. Pachon
CRD#: 4074988
701 Brickell Avenue, Suite 2101, Miami, FL 33131

Cesar Pachon (CRD# 4074988) is an Investment Advisor Representative working at We Family Offices in Miami, FL and has over 22 years of experience in the finance industry.

17
Ana C. Sacio
CRD#: 6591733
701 Brickell Avenue, Suite 2101, Miami, FL 33131

Ana Sacio (CRD# 6591733) is an Investment Advisor Representative working at We Family Offices in Miami, FL and has over 6 years of experience in the finance industry.

18
Andres Sanchez Villalba
CRD#: 7053449
701 Brickell Avenue, Suite 2101, Miami, FL 33131

Andres Sanchez Villalba (CRD# 7053449) is an Investment Advisor Representative working at We Family Offices in Miami, FL and has over 3 years of experience in the finance industry.

19
Santiago Ulloa
CRD#: 4351594
701 Brickell Avenue, Suite 2101, Miami, FL 33131

Santiago Ulloa (CRD# 4351594) is an Investment Advisor Representative working at We Family Offices in Miami, FL and has over 11 years of experience in the finance industry.

20
Myron M. Zeuner
CRD#: 4534178
701 Brickell Avenue, Suite 2101, Miami, FL 33131

Myron Zeuner (CRD# 4534178) is an Investment Advisor Representative working at We Family Offices in Miami, FL and has over 9 years of experience in the finance industry.

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