Nicolas Bascunan
Investment adviser representative at We Family Offices
15 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
15 years in the industry.
- We Family OfficesAug 2021 to now
- Genspring Family Offices InternationalMay 2011 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2012
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
- 5977588
- Firm CRD
- 109869