W.E. Family Offices, Llc
- Regulatory AUM
- $17.8B
- Discretionary
- $0
- Clients
- 112
- Avg AUM / client
- $159M
- Accounts
- 112
- Employees
- 65
AUM over time
Annual snapshots from Form ADV filings · as of Apr 21, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 112 | $17.8B | 100.0% |
People (31)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Santiago Ulloa | Manager, Director | Jan 2013 (14y) | ≈ 18.75% – 50% via W.E. Family Offices Holdings, Llc | |
| Maria Elena Lagomasino | Ceo, Manager, Director | Mar 2013 (13y) | ≈ 18.75% – 50% via W.E. Family Offices Holdings, Llc | |
| Myron Michael Zeuner | Manager, Director | Mar 2013 (13y) | ≈ 18.75% – 50% via W.E. Family Offices Holdings, Llc | |
| Beeck, Alberto, Luis | Director | Sep 2013 (13y) | Less than 5% | |
| Dibartolo, Joseph, Maurice | Chief Compliance Officer | Mar 2023 (3y) | Less than 5% | |
| Pablo Jose Ceballos | Registered representative | Mar 2011 (15y) | ||
| Daniela Maria Asturias Reguera | Registered representative | Aug 2021 (5y) | ||
| Julie Louise Neitzel | Registered representative | Aug 2021 (5y) | ||
| Nicolas Bascunan | Registered representative | Aug 2021 (5y) | ||
| Natalia Hoyos Mesa | Registered representative | Aug 2021 (5y) | ||
| Richard Ervin Zimmerman | Registered representative | Sep 2021 (5y) | ||
| Tiffany Valery Mangelli | Registered representative | Mar 2025 (1y) | ||
| Jarod Solomon | Registered representative | Oct 2025 (1y) | ||
| Carles Morera Rosell | Registered representative | Nov 2025 (1y) | ||
| Claudia J Naffah | Registered representative | Nov 2025 (1y) | ||
| Santiago Castro | Registered representative | Dec 2025 (1y) | ||
| Sven Huber | Registered representative | Dec 2025 (1y) | ||
| Milagros C Gomez | Registered representative | Dec 2025 (1y) | ||
| Felipe Castro | Registered representative | Dec 2025 (1y) | ||
| Ana Cecilia Sacio | Registered representative | Jan 2026 (1y) | ||
| Andres Sanchez Villalba | Registered representative | Jan 2026 (1y) | ||
| Cesar Augusto Pachon | Registered representative | Jan 2026 (1y) | ||
| Carl Henry Carlson | Registered representative | Jan 2026 (1y) | ||
| César Pablo Maldonado | Registered representative | Jan 2026 (1y) | ||
| David Rafael Mejia | Registered representative | Jan 2026 (1y) | ||
| John Mark Jeffrey Kellogg | Registered representative | Jan 2026 (1y) | ||
| Juan Felipe Londono | Registered representative | Jan 2026 (1y) | ||
| Rocio Mayela Ortega | Registered representative | Jan 2026 (1y) | ||
| Joseph Charles Kellogg | Registered representative | CFP | Jan 2026 (1y) | |
| Daniella Maria Ginebra Grullon | Registered representative | Jan 2026 (1y) | ||
| Fedra Vasquez | Registered representative | Jan 2026 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| W.E. Family Offices Holdings, Llc | Holding Company | Feb 2013 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Santiago Ulloa: 25% – 50% of W.E. Family Offices Holdings, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Maria Elena Lagomasino: 25% – 50% of W.E. Family Offices Holdings, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Myron Michael Zeuner: 25% – 50% of W.E. Family Offices Holdings, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/21/2026 | 985 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Citigroup Global Markets Inc. $886M (12% of AUM) Oct 2018
- J.P. Morgan $848M (11% of AUM) Feb 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 21, 2026.
View current Form ADV (SEC/IAPD) ↗