We Family Offices

Firm record

As recorded in SEC IAPD

Firm CRD

109869

SEC number

801-60025

Firm type

RIA

Assets under management

$17.8B as of Apr 21, 2026

Website

www.facebook.com/WEFAMILYOFFICESOFFICIALPAGE ↗

Phone

305-825-2225

Address

2811 Ponce De Leon Blvd, Coral Gables, FL, 33134

Advisors at this firm

29 in our index · page 1 of 1

• Daniela Maria Asturias-RegueraCRD 6844722 · New York, NY
  IA Registered
• Nicolas BascunanCRD 5977588 · Coral Gables, FL
  IA Registered
• Santiago CastroCRD 5895394 · Coral Gables, FL
  IA Registered
• Pablo Jose CeballosCRD 2741631 · Greenwich, CT
  IA Registered
• Carl Henry CarlsonCRD 7134945 · Coral Gables, FL
  IA RegisteredRegistration inactive
• Felipe CastroCRD 6890338 · Coral Gables, FL
  IA Registered
• Daniella Maria Ginebra GrullonCRD 7840419 · Coral Gables, FL
  IA Registered
• Milagros C GomezCRD 6602355 · Coral Gables, FL
  IA Registered
• Sven HuberCRD 5662509 · Coral Gables, FL
  IA Registered
• Natalia Hoyos MesaCRD 6676574 · Coral Gables, FL
  IA Registered
• Joseph Charles KelloggCRD 4845384 · Coral Gables, FL
  IA Registered
• John Mark Jeffrey KelloggCRD 7819041 · Coral Gables, FL
  IA Registered
• Maria Elena LagomasinoCRD 4596698 · Coral Gables, FL
  IA Registered
• Juan Felipe LondonoCRD 6692003 · Coral Gables, FL
  IA Registered
• César Pablo MaldonadoCRD 5859899 · Coral Gables, FL
  IA Registered
• Tiffany Valery MangelliCRD 6628105 · Coral Gables, FL
  IA Registered
• David Rafael MejiaCRD 6653779 · Coral Gables, FL
  IA Registered
• Carles Morera RosellCRD 7506016 · Coral Gables, FL
  IA Registered
• Claudia J NaffahCRD 5842814 · Coral Gables, FL
  IA Registered
• Julie Louise NeitzelCRD 2561846 · Coral Gables, FL
  IA Registered
• Rocio Mayela OrtegaCRD 4285252 · Coral Gables, FL
  IA Registered
• Cesar Augusto PachonCRD 4074988 · Coral Gables, FL
  IA Registered
• Ana Cecilia SacioCRD 6591733 · Coral Gables, FL
  IA Registered
• Andres Sanchez VillalbaCRD 7053449 · Coral Gables, FL
  IA Registered
• Jarod SolomonCRD 7877049 · Coral Gables, FL
  IA Registered
• Santiago UlloaCRD 4351594 · Coral Gables, FL
  IA Registered
• Fedra VasquezCRD 7897517 · Coral Gables, FL
  IA Registered
• Myron Michael ZeunerCRD 4534178 · Coral Gables, FL
  IA Registered
• Richard Ervin ZimmermanCRD 1321879 · New York, NY
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.