David Rafael Mejia
Investment adviser representative at We Family Offices
15 yearsExperience
1 stateRegistered 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 Offices LLCMay 2023 to now
- Northern TrustFeb 2022 to May 2023
- We Family Offices LLCOct 2020 to Feb 2022
- Saaga Family WealthFeb 2020 to Oct 2020
- UnemployedDec 2019 to Feb 2020
- Trillium TradingSep 2018 to Dec 2019
- UnemployedMay 2018 to Sep 2018
- Hartfield, Titus & DonnelyJun 2017 to Jul 2017
- Hartfield, Titus & DonnellyJun 2016 to Jul 2017
- Full Time StudentMar 2011 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 6653779
- Firm CRD
- 109869