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W.e. Family Offices, LLC

● SEC registered since 2001CRD 109869SEC# 801-60025Coral Gables, FL
Export (members)
Reg. AUM
$15.36B
Employees
63
Accounts
107
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 $15.4 billion in regulatory assets under management and employs 63 people.

W.e. Family Offices, LLC owners & executives

9 reported
NameTitleOwnershipSince
Alberto Luis Beeck ControlDirectorUnder 5%2013
Edward D. McCutcheon ControlChief Compliance OfficerUnder 5%2025
Maria Elena Lagomasino ControlCeo, Manager, DirectorUnder 5%2013
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Frequently asked questions

How much does W.e. Family Offices, LLC manage?

W.e. Family Offices, LLC reports $15.4 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 63 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

Address2811 Ponce de Leon Blvd, Suite 840, Coral Gables, FL 33134
Phone305-825-2225
Fax305-825-7790
Office hours8:30 a.m. To 5:30 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary
Non-discretionary$15.36B
Total (RAUM)$15.36B