← Directory
WE FAMILY OFFICES
Legal name: W.E. FAMILY OFFICES, LLC
CRD 109869File 801-60025
APPROVED
Retail clients
Filing as of Apr 21, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$17.75B
Top 10% of cohort (national)
Discretionary AUM
$0
Non-discretionary $17.75B
Clients
112
112 accounts
Employees
65
Top 10% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Feb 14, 2001
- Principal office
- 2811 PONCE DE LEON BLVD, SUITE 840, CORAL GABLES, FL, 33134
- Phone
- 305-825-2225
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $17.75B
- Discretionary AUM
- $0
- Non-discretionary AUM
- $17.75B
- Discretionary accounts
- 0
- Non-discretionary accounts
- 112
- Total accounts
- 112
- AUM per client
- $158.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 112 | $17.75B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.