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Myron Michael Zeuner

Investment adviser representative at We Family Offices
13 yearsExperience
2 statesRegistered in
$17.8BFirm assets
25 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

13 years in the industry.

  1. W.E. Family Offices, LLCApr 2013 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2013

State registrations

Registered as an investment adviser representative in 2 states (FL, NY).

We Family Offices

Legal name: W.E. Family Offices, LLC

$17.8BAssets managed
112Clients
26Advisers
25 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4534178
Firm CRD
109869
Advisor's SEC record (opens in a new tab)
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