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- Custodian
- Empower
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 02-14-2001
- Office Locations
- 4
Office Locations
About WE Family Offices
WE Family Offices partners with multigenerational families and single-family offices to organize and steward wealth, providing family wealth advisory plus investment strategy and ongoing oversight across market cycles. The firm emphasizes transparent, objective guidance and can support special projects or ongoing capabilities for in-house family offices, leveraging its network and buying power. It is an award-winning RIA and has been featured on Asset TV’s Meet the RIA.
Reported data analysis
What the numbers show
Between March 30, 2025 and April 21, 2026, reported AUM increased 15.5%, from $15.4B to $17.8B.
Across 5 reported observations, AUM increased 32.7% between July 19, 2022 and April 21, 2026, from $13.4B to $17.8B.
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 35 advisory representatives and 112 clients, or 3.2 clients per representative. That equates to $158.5M in reported AUM per client.
The profile lists 4 reported office locations and 25 years in operation. The source data was last updated on April 21, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full WE Family Offices record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MARIA ELENA LAGOMASINO
Chief Executive Officer, Manager, Partner
- CRD
- #4596698
- Ownership
- Less than 5%
EDWARD D. MCCUTCHEON
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
Unlock allContacts
Daniela Maria Asturias-Reguera
Finance Associate
- CRD
- #6844722
NICOLAS BASCUNAN
--
- CRD
- #5977588
Showing 2 of 29 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $17,752,394,957 | $158,503,526 |
| Total | $17,752,394,957 | $158,503,526 |
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Separately Managed Accounts
SMA allocation detail is available
WE Family Offices has reported separately managed account data across 9 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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