WE FAMILY OFFICES

RIASEC RegisteredEst. 2001
Total AUM
$17.8B
Discretionary
$0
0% of AUM
Avg account
$159M
Accounts
112
Employees
65
Advisory reps
32

Firm details

Headquarters
CORAL GABLES, Florida
CRD number
109869
Registered since
February 14, 2001
Website
www.wefamilyoffices.com
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • HNWI100%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

WE Family Offices is a limited liability company and SEC-registered independent registered investment adviser (since 2001) that positions itself as a capital allocator for high-net-worth individuals and family clients. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. The firm charges a mix of percentage-of-AUM, fixed, and performance-based fees and identifies as an active ESG investor. Public rankings include placement on the Financial Times Top 300 RIA list (2020), recognition from FA Magazine (Top RIA, 2020), and repeated inclusion on Barron’s Top 100 RIA list from 2021 through 2025.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 26%, Private Funds 24%, Public Funds/Mutual Funds 18%, Exchange Traded Equities 15%, Cash & Cash Equivalents 8%, Investment Grade Corp Bonds 5%, State & Local Bonds 2%, US Government Bonds 1%, Non-Investment Grade Corp Bonds 1%26%
  • Other26%
  • Private Funds24%
  • Public Funds/Mutual Funds18%
  • Exchange Traded Equities15%
  • Cash & Cash Equivalents8%

Owners & executives

2 of 2

  • MARIA LAGOMASINO

    Managing Partner and Chief Executive OfficerCRD 4596698

  • EDWARD MCCUTCHEON

    Chief Compliance OfficerCRD 6178148

Contacts

3 of 30

  • Fedra Vasquez

    Financial AnalystCRD 7897517

  • JOSEPH KELLOGG

    PartnerCRD 4845384

  • John Mark Kellogg

    Partner, Head of Wealth PlanningCRD 7819041

Unlock 27 more contacts →

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CORAL GABLES, FL

MIAMI DADE

Location

CORAL GABLES, FL

Headquartered in CORAL GABLES, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
MIAMI DADE
Address
2811 Ponce de Leon Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth