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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 63 | 65 | increased by2 |
| Apr 1, 2026 | Clients | 107 | 112 | increased by5 |
| Apr 1, 2026 | AUM | $15,364,800,717 | $17,752,394,957 | increased by$2,387,594,240 |
| Apr 1, 2026 | Accounts | 107 | 112 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 53 | 63 | increased by10 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 96 | 107 | increased by11 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $13,382,462,057 | $15,364,800,717 | increased by$1,982,338,660 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 96 | 107 | increased by11 |
| Apr 1, 2022 | Employees | 46 | 53 | increased by7 |
| Apr 1, 2022 | Clients | 132 | 96 | decreased by36 |
| Apr 1, 2022 | AUM | $10,200,640,735 | $13,382,462,057 | increased by$3,181,821,322 |
| Apr 1, 2022 | Accounts | 86 | 96 | increased by10 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WE FAMILY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WE FAMILY” may also match similarly-named firms). Confirm identity against each filing.
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.