Data / Investment advisers / Florida / We Family Offices
We Family Offices, Coral Gables, FL: $17.8 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
We Family Offices is an SEC registered investment adviser with its main office in Coral Gables, Florida and reports $17.8 billion in regulatory assets under management in its Form ADV filed April 21, 2026. Its clients include high net worth individuals. It is paid through a percentage of assets under management, fixed fees and performance based fees.
The request: Watch We Family Offices (CRD number 109869): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 109869
- SEC file number
- 801-60025
- SEC status
- Approved, effective February 14, 2001
- Legal name
- W.E. Family Offices, LLC
- Main office
- 2811 Ponce de Leon Blvd Suite 840, Coral Gables, FL 33134
- Phone
- (305) 825-2225
- Regulatory AUM
- $17,752,394,957 in the Form ADV filed April 21, 2026
- Non discretionary AUM
- $17,752,394,957
- Accounts
- 112
- Employees
- 65, of which 35 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 21, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 112 | $17.75 billion |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $17.75 billion | March 31, 2026 |
| December 1, 2025 | $15.36 billion | March 30, 2025 |
Other advisers in Coral Gables
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Bayview Asset Management, LLC | Coral Gables | $64.21 billion | 23 | adviserinfo.sec.gov |
| Dimension Capital Management LLC | Coral Gables | $7.29 billion | 94 | adviserinfo.sec.gov |
| Trivest Investment Advisors, LLC | Coral Gables | $6.01 billion | 19 | adviserinfo.sec.gov |
| Archpoint Investors | Coral Gables | $4.13 billion | 2 | adviserinfo.sec.gov |
| Evensky & Katz/Foldes Wealth Management | Coral Gables | $3.21 billion | Not listed | adviserinfo.sec.gov |
| Mas Advisors LLC | Coral Gables | $2.56 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Coral Gables, FL
- Investment advisers in Florida
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving high net worth individuals
- We Family Offices on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.