Juan Felipe Londono
Investment adviser representative at We Family Offices
10 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
10 years in the industry.
- We Family Offices LLCMay 2021 to now
- University of Miami Law SchoolAug 2020 to Mar 2021
- UnemployedMay 2020 to Aug 2020
- MastercardMay 2018 to Aug 2018
- University of Miami School of LawAug 2017 to May 2020
- We Family Offices LLCJun 2016 to Jun 2017
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
- 6692003
- Firm CRD
- 109869