DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
We Family Offices
Legal name W.E. Family Offices, LLC
Latest filing Apr 21, 2026
First filing on the tape Mar 30, 2012 · 47 filings
SEC status approved since Feb 14, 2001
RAUM
$18B
reported, Item 5.F
Discretionary
0.0%
of RAUM
Private clients
100%
$18B individuals and HNW
Advisors
27
registered through the firm on IAPD
RAUM per advisor
$657M
derived; firm RAUM over IAPD count
Employees
65
35 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
47 filings and snapshots on the tape
RAUM$18B as of Apr 21, 2026
Mar 30, 2012$1.8B then
HNW client RAUM$18B as of Apr 21, 2026
Mar 27, 2018$7.4B then
State-registered IARs (5.B.3)30 as of Apr 21, 2026
Mar 30, 20120 then
Employees (5.A)65 as of Apr 21, 2026
Mar 28, 201333 then
Private funds: no history
RAUM +16% over the last fiscal year+14% a year over threeIARs 32 to 30
Practice profile
derived from the filing of Apr 21, 2026; every figure names its basis
Archetypes, each a printed rule
- Multi-family-office-like · private-client share at least 50 percent, HNW at least 90 percent of private-client RAUM, average HNW client assets at least $25M, fewer than 200 HNW clients, and business name contains 'family office' or private funds are reported
- UHNW private wealth · private-client share at least 50 percent, HNW at least 90 percent of private-client RAUM, and average HNW client assets at least $10M
- RAUM per advisor
- $657MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $159MderivedHNW RAUM over HNW clients
- Average account
- $159MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 0.0%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.4derivedItem 5.A over advisors
- Advisors per office
- 13.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +16%derivedbetween the last two annual amendments
- Advisor growth, one year
- -6.3%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, selection of other advisersreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$18B100%
- Individual clients
- n/areported
- HNW clients
- 112reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 112reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
27 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Pablo Jose Ceballos | Coral Gables, Fl | Mar 16, 2011 | 30 y | 1 |
| Daniela Maria Asturias-Reguera | Coral Gables, Fl | Aug 28, 2021 | 13 y | 0 |
| Myron Michael Zeuner | Coral Gables, Fl | Aug 28, 2021 | 13 y | 0 |
| Maria Elena Lagomasino | Coral Gables, Fl | Aug 28, 2021 | 13 y | 0 |
| Julie Louise Neitzel | Coral Gables, Fl | Aug 30, 2021 | 31 y | 2 |
| Natalia Hoyos Mesa | Coral Gables, Fl | Aug 31, 2021 | 10 y | 0 |
| Nicolas Bascunan | Coral Gables, Fl | Aug 31, 2021 | 15 y | 0 |
| Richard Ervin Zimmerman | New York, Ny | Sep 7, 2021 | 33 y | 2 |
| Tiffany Valery Mangelli | Coral Gables, Fl | Mar 19, 2025 | 13 y | 0 |
| Jarod Solomon | Coral Gables, Fl | Oct 30, 2025 | 12 y | 0 |
| Carles Morera Rosell | Coral Gables, Fl | Nov 24, 2025 | 12 y | 0 |
| Santiago Ulloa | Coral Gables, Fl | Nov 26, 2025 | 19 y | 1 |
| Claudia J Naffah | Coral Gables, Fl | Nov 30, 2025 | 11 y | 0 |
| Sven Huber | Coral Gables, Fl | Dec 2, 2025 | 17 y | 1 |
| Milagros C Gomez | Coral Gables, Fl | Dec 4, 2025 | 12 y | 0 |
| Felipe Castro | Coral Gables, Fl | Dec 8, 2025 | 11 y | 0 |
| David Rafael Mejia | Coral Gables, Fl | Jan 1, 2026 | 15 y | 1 |
| Ana Cecilia Sacio | Coral Gables, Fl | Jan 1, 2026 | 13 y | 0 |
| Rocio Mayela Ortega | Coral Gables, Fl | Jan 1, 2026 | 25 y | 0 |
| Juan Felipe Londono | Coral Gables, Fl | Jan 1, 2026 | 10 y | 1 |
| Andres Sanchez Villalba | Coral Gables, Fl | Jan 1, 2026 | 13 y | 0 |
| Carl Henry Carlson | Coral Gables, Fl | Jan 1, 2026 | 10 y | 0 |
| Joseph Charles KelloggCertified Financial Planner | Coral Gables, Fl | Jan 5, 2026 | 13 y | 0 |
| Daniella Maria Ginebra Grullon | Coral Gables, Fl | Jan 9, 2026 | 12 y | 0 |
| Fedra Vasquez | Coral Gables, Fl | Jan 9, 2026 | 13 y | 0 |
| John Mark Jeffrey Kellogg | Coral Gables, Fl | Aug 25, 2026 | 13 y | 0 |
| CéSar Pablo Maldonado | Coral Gables, Fl | Sep 9, 2026 | 19 y | 0 |
Advisor movement
2 left, 2 joined in 12 months
net 0 in 12 months1 left in 90 days0 joined in 90 daysdeparture rate 7.4% of current headcount2 left over 36 months
Left, latest
- Cesar Augusto Pachon to Gfo Advisory Services, LLCJul 23, 2026 · Other
- Pedro Cantarelli to Morgan StanleyJun 9, 2026 · RIA to wirehouse
- Andres Guarin to Ernst & Young Investment Advisers LlpJul 25, 2023 · Other
- Evelyn Vigistain to Alliancebernstein L.P.Aug 27, 2021 · Other
- James Michael Ulseth to Fire Capital Management, LLCAug 27, 2021 · RIA to RIA
- Javier Vicente Gutierrez to Citigroup Global Markets Inc.Aug 27, 2021 · RIA to affiliated broker-dealer or bank
- Leonardo Rodriguez Gamboa to Wealth Solutions USA, LLCAug 10, 2018 · RIA to a newly registered adviser
- Manuel Cabielles to Hsbc Securities (USA) Inc.Aug 10, 2018 · RIA to affiliated broker-dealer or bank
- Kimberly Ann Arguello to J.P. Morgan Securities LLCAug 19, 2016 · Other
- Kerly Leandra Chirinos to Morgan StanleyAug 19, 2016 · Other
- Elaine King Fuentes to Wealth Solutions USA, LLCAug 19, 2016 · Other
- Maria Senior to UBS Financial Services Inc.May 1, 2015 · Other
- Marcela Acevedo Kozupytsya to Citigroup Global Markets Inc.Mar 4, 2015 · Other
- Eduardo Antonio Villa Ospina to Gfo Advisory Services, LLCApr 29, 2014 · Other
- Thomas Mclemore Carroll to Suntrust Investment Services, Inc.Nov 13, 2013 · Other
Joined, latest
- Sven Huber from Gfo Advisory Services, LLCDec 2, 2025 · Other
- Santiago Ulloa from Gfo Advisory Services, LLCNov 26, 2025 · Other
- Richard Ervin Zimmerman from Banc Of America Investment Services, Inc.Sep 7, 2021 · Other
- Manuel Cabielles from Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 7, 2016 · Other
- Elaine King Fuentes from Meira WealthDec 9, 2013 · Other
- Thomas Mclemore Carroll from Gfo Advisory Services, LLCFeb 8, 2013 · Other
- Julie Louise Neitzel from Gfo Advisory Services, LLCSep 26, 2011 · Other
- Pablo Jose Ceballos from Gfo Advisory Services, LLCMar 16, 2011 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Luis Alberto Beeck · Directorcontrolsince 09/2013 · owns less than 5%
- Elena Maria Lagomasino · Ceo, Manager, Directorcontrolsince 03/2013 · owns less than 5%
- D. Edward Mccutcheon · Chief Compliance Officercontrolsince 01/2025 · owns less than 5%
- Santiago Ulloa · Managercontrolsince 01/2013 · owns less than 5%
- Michael Myron Zeuner · Managercontrolsince 03/2013 · owns less than 5%
- Elena Maria Lagomasino · Managercontrolsince 03/2013 · owns 25% to 50% of W.E. Family Offices Holdings, LLC
- Santiago Ulloa · Managercontrolsince 01/2013 · owns 25% to 50% of W.E. Family Offices Holdings, LLC
- Michael Myron Zeuner · Managercontrolsince 03/2013 · owns 25% to 50% of W.E. Family Offices Holdings, LLC
- Maurice Joseph Dibartolo · Chief Compliance Officersince 03/2023 · owns less than 5%
Entity owners
- W.E. Family Offices Holdings, LLC · Holding Companydirect · owns 75% or more
Related persons
Schedule D 7.A
- Wren Investment Office Limitedinvestment advisery
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Coral Gables, Fl · principal | 27 | 18 | 1 | ||
| New York, Ny | 2 | 0 | 0 | ||
| Miami, Fl | 0 | 0 | 1 |
Offices
Schedule D 1.F, the 25 largest
- New York, NY1 employees
ADV anomalies
6 against comparable advisers; where to look, not conclusions
- unusually large average accountStatic outlier · filing Apr 21, 2026RAUM per account of $158,503,526 against a peer median of $1,534,512 (282 comparable advisers, 100.0th percentile, 97.8 robust deviations)peers: independent wealth managers, $5B to $20B (282) · 100% percentile
- unusually large average HNW clientStatic outlier · filing Apr 21, 2026HNW RAUM per HNW client of $158,503,526 against a peer median of $4,554,235 (279 comparable advisers, 100.0th percentile, 47.2 robust deviations)peers: independent wealth managers, $5B to $20B (279) · 100% percentile
- low discretionary shareStatic outlier · filing Apr 21, 2026discretionary share of RAUM of 0% against a peer median of 97% (289 comparable advisers, 0.0th percentile, 24.2 robust deviations)peers: independent wealth managers, $5B to $20B (289) · 0.0% percentile
- control person changedChange between filings · filing Apr 21, 2026MCCUTCHEON, EDWARD, D. (CHIEF COMPLIANCE OFFICER) appeared on Schedule A between the filings of 2020-02-17 and 2026-04-21peers: independent wealth managers, $5B to $20B (289)
- control person changedChange between filings · filing Apr 21, 2026BEECK, ALBERTO, LUIS (DIRECTOR) left Schedule A between the filings of 2020-02-17 and 2026-04-21peers: independent wealth managers, $5B to $20B (289)
- control person changedChange between filings · filing Apr 21, 2026LAGOMASINO, MARIA, ELENA (MANAGER) left Schedule A between the filings of 2020-02-17 and 2026-04-21peers: independent wealth managers, $5B to $20B (289)
What changed
consecutive filings, newest first
- Accounts · 107 to 112Mar 30, 2025 to Mar 31, 2026
- HNW clients · 107 to 112Mar 30, 2025 to Mar 31, 2026
- Employees · 63 to 65Mar 30, 2025 to Mar 31, 2026
- State-registered IARs · 32 to 30Mar 30, 2025 to Mar 31, 2026
- HNW RAUM · $15B to $18BMar 30, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $15B to $18BMar 30, 2025 to Mar 31, 2026
- RAUM · $15B to $18BMar 30, 2025 to Mar 31, 2026
- Accounts · 108 to 107Jan 27, 2025 to Mar 30, 2025
- HNW clients · 108 to 107Jan 27, 2025 to Mar 30, 2025
- Employees · 62 to 63Jan 27, 2025 to Mar 30, 2025
- Financial planning clients · 101-250 to 101-250Jan 27, 2025 to Mar 30, 2025
- HNW RAUM · $14B to $15BJan 27, 2025 to Mar 30, 2025
- Non-discretionary RAUM · $14B to $15BJan 27, 2025 to Mar 30, 2025
- RAUM · $14B to $15BJan 27, 2025 to Mar 30, 2025
- Related adviser · true to falseJan 27, 2025 to Mar 30, 2025
- Advisory employees · 22 to 35Mar 20, 2024 to Jan 27, 2025
- Employees · 59 to 62Mar 20, 2024 to Jan 27, 2025
- Accounts · 106 to 108Jan 23, 2024 to Mar 20, 2024
- Advisory employees · 28 to 22Jan 23, 2024 to Mar 20, 2024
- HNW clients · 106 to 108Jan 23, 2024 to Mar 20, 2024
- Employees · 49 to 59Jan 23, 2024 to Mar 20, 2024
- Financial planning clients · 51-100 to 101-250Jan 23, 2024 to Mar 20, 2024
- State-registered IARs · 30 to 32Jan 23, 2024 to Mar 20, 2024
- HNW RAUM · $12B to $14BJan 23, 2024 to Mar 20, 2024
- Non-discretionary RAUM · $12B to $14BJan 23, 2024 to Mar 20, 2024
- RAUM · $12B to $14BJan 23, 2024 to Mar 20, 2024
- HQ city · MIAMI to CORAL GABLESApr 14, 2023 to Jan 23, 2024
- Accounts · 96 to 106Mar 28, 2023 to Apr 14, 2023
- HNW clients · 96 to 106Mar 28, 2023 to Apr 14, 2023
- Advisory employees · 46 to 28Jul 19, 2022 to Mar 28, 2023
- Employees · 53 to 49Jul 19, 2022 to Mar 28, 2023
- State-registered IARs · 32 to 30Jul 19, 2022 to Mar 28, 2023
- HNW RAUM · $13B to $12BJul 19, 2022 to Mar 28, 2023
- Non-discretionary RAUM · $13B to $12BJul 19, 2022 to Mar 28, 2023
- RAUM · $13B to $12BJul 19, 2022 to Mar 28, 2023
- Accounts · 86 to 96Dec 8, 2021 to Mar 30, 2022
- Advisory employees · 28 to 46Dec 8, 2021 to Mar 30, 2022
- HNW clients · 132 to 96Dec 8, 2021 to Mar 30, 2022
- Employees · 46 to 53Dec 8, 2021 to Mar 30, 2022
- State-registered IARs · 29 to 32Dec 8, 2021 to Mar 30, 2022
Signals
5 dated events
- Cesar Augusto Pachon left We Family Offices for Gfo Advisory Services, Llc (registered 2008-09-08)Jul 23, 2026 · Advisor changed firm · fact
- Pedro Cantarelli left We Family Offices for Morgan Stanley (registered 2026-05-11)Jun 9, 2026 · Advisor changed firm · fact
- Andres Guarin left We Family Offices for Ernst & Young Investment Advisers Llp (registered 2024-06-16)Jul 25, 2023 · Advisor changed firm · fact
- We Family Offices reported RAUM $13.4B, up 31% from $10.2B (2021-12-08 to 2022-03-30)Mar 30, 2022 · RAUM change · derived
- We Family Offices reported RAUM $7.4B, up 38% from $5.3B (2017-03-31 to 2018-03-27)Mar 27, 2018 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- WE Family Offices · Family Officesshared crd · office
- WE Family Offices · Private Equityshared crd · intermediary
How to reach
public business contact points only, each with its source
- Business phone
- 212-218-5100reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 212-218-5109reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 305-825-2225reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/WE-FAMILY-OFFICESreportedpublic record, Form ADV, Sep 17, 2026
- Website
- WEFAMILYOFFICES.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 305-825-2225reportedpublic record, Form ADV, Apr 21, 2026
- Contact form
- wefamilyoffices.com/contact-family-officesreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- wefamilyoffices.com/we-family-offices/our-teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $657Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026