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  5. W.E. FAMILY OFFICES HOLDINGS, LLC

W.E. FAMILY OFFICES HOLDINGS, LLC - Florida Company Profile

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Company Details

Entity Name: W.E. FAMILY OFFICES HOLDINGS, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.
Status: Active
Date Filed: 06 Dec 2012 (13 years ago)
Last Event: LC NAME CHANGE
Event Date Filed: 13 Dec 2012 (13 years ago)
Document Number: L12000153088
FEI/EIN Number 46-2258552
Address: 2811 Ponce de Leon Blvd., Suite 840, Coral Gables, FL, 33134, US
Mail Address: 2811 Ponce de Leon Blvd., Suite 840, Coral Gables, FL, 33134, US
ZIP code: 33134
City: Miami
County: Miami-Dade
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
Ulloa Santiago Manager 2811 Ponce de Leon Blvd., Suite 840, Coral Gables, FL, 33134
Lagomasino Maria Elena Manager 2811 Ponce de Leon Blvd., Suite 840, Coral Gables, FL, 33134
Zeuner Michael Manager 2811 Ponce de Leon Blvd., Suite 840, Coral Gables, FL, 33134
- Agent -

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2024-01-11 2811 Ponce de Leon Blvd., Suite 840, Coral Gables, FL 33134 -
CHANGE OF MAILING ADDRESS 2024-01-11 2811 Ponce de Leon Blvd., Suite 840, Coral Gables, FL 33134 -
REGISTERED AGENT ADDRESS CHANGED 2020-03-25 801 US HIGHWAY 1, NORTH PALM BEACH, FL 33408 -
REGISTERED AGENT NAME CHANGED 2013-04-25 Corporate Creations Network Inc. -
LC NAME CHANGE 2012-12-13 W.E. FAMILY OFFICES HOLDINGS, LLC -

Documents

Name Date
ANNUAL REPORT 2024-01-11
AMENDED ANNUAL REPORT 2023-09-08
ANNUAL REPORT 2023-04-21
ANNUAL REPORT 2022-02-25
ANNUAL REPORT 2021-03-06
ANNUAL REPORT 2020-02-16
ANNUAL REPORT 2019-01-07
ANNUAL REPORT 2018-02-20
ANNUAL REPORT 2017-04-14
ANNUAL REPORT 2016-01-12

USAspending Awards / Financial Assistance

Date:
2020-04-28
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
787100.00
Total Face Value Of Loan:
787100.00

Trademarks

Serial Number:
90533696
Mark:
WE FAMILY OFFICES
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2021-02-18
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
WE FAMILY OFFICES
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Financial asset management; financial services, namely, wealth management services
First Use:
2013-01-31
International Classes:
036 - Primary Class
Class Status:
Active
For:
Family office services, namely, business management and business consulting services in the field of family wealth, real estate property, personal property and investments
First Use:
2013-01-31
International Classes:
035 - Primary Class
Class Status:
Active
Serial Number:
88002408
Mark:
WEALTH ENTERPRISE
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2018-06-15
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
WEALTH ENTERPRISE
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Financial asset management; financial services, namely, wealth management services; financial planning, financial investment advice and financial advisory services all tailored to wealthy families; financial planning services; financial planning consultation
First Use:
2013-12-04
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
86209269
Mark:
WEALTH ENTERPRISES FAMILY OFFICES
Status:
ABANDONED - NO STATEMENT OF USE FILED
Mark Type:
SERVICE MARK
Application Filing Date:
2014-03-03
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
WEALTH ENTERPRISES FAMILY OFFICES
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Financial asset management; Financial services, namely, wealth management services; financial planning, investment and advisory services tailored to wealthy families
International Classes:
036 - Primary Class
Class Status:
Active
For:
Business management and consultation in the field of family wealth, real estate property, personal property and investments
International Classes:
035 - Primary Class
Class Status:
Active
Serial Number:
85819995
Mark:
WE FAMILY OFFICES
Status:
CANCELLED - SECTION 8
Mark Type:
SERVICE MARK
Application Filing Date:
2013-01-10
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
WE FAMILY OFFICES
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Financial asset management; financial services, namely, wealth management services
First Use:
2013-01-31
International Classes:
036 - Primary Class
Class Status:
Sec. 8 – Entire Registration
For:
Family office services, namely, business management and business consulting services in the field of family wealth, real estate property, personal property and investments
First Use:
2013-01-31
International Classes:
035 - Primary Class
Class Status:
Sec. 8 – Entire Registration
Serial Number:
86209264
Mark:
BUILDING YOUR WEALTH ENTERPRISE
Status:
REGISTERED AND RENEWED
Mark Type:
SERVICE MARK
Application Filing Date:
2014-03-03
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
BUILDING YOUR WEALTH ENTERPRISE
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Financial asset management; Financial services, namely, wealth management services; financial planning, investment and advisory services all tailored to wealthy families
First Use:
2013-12-04
International Classes:
036 - Primary Class
Class Status:
Active
For:
Business management and consultation in the field of family wealth, real estate property, personal property and investments
First Use:
2013-12-04
International Classes:
035 - Primary Class
Class Status:
Active

Paycheck Protection Program

Jobs Reported:
39
Initial Approval Amount:
$787,100
Date Approved:
2020-04-27
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$787,100
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$797,235.26
Servicing Lender:
International Finance Bank
Use of Proceeds:
Payroll: $787,100

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Date of last update: 03 Jul 2025

Sources: Florida Department of State

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