{
  "crd_number": 109869,
  "slug": "we-family-offices-coral-gables-fl-109869",
  "primary_business_name": "WE FAMILY OFFICES",
  "legal_name": "W.E. FAMILY OFFICES, LLC",
  "dbas": [],
  "city": "Coral Gables",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2001-02-14",
  "years_registered": 25,
  "period": "2026-10-01",
  "filing_date": "2026-04-21",
  "carried_forward": false,
  "raum_total": 17752394957.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 17752394957.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 65,
  "advisory_employees": 35,
  "client_count_bucket": null,
  "clients_by_type": {
    "high_net_worth_individuals": {
      "raum": 17752394957.0,
      "count": 112
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CT",
    "FL",
    "NY"
  ],
  "websites": [
    "https://facebook.com/WEFAMILYOFFICESOFFICIALPAGE",
    "https://linkedin.com/COMPANY/WE-FAMILY-OFFICES",
    "https://twitter.com/WEFAMILYOFFICES",
    "https://wefamilyoffices.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/109869",
  "city_as_filed": "CORAL GABLES",
  "url": "https://advisorcensus.com/firm/we-family-offices-coral-gables-fl-109869",
  "display_name": "We Family Offices",
  "summary": "We Family Offices is an SEC-registered investment advisory firm in Coral Gables, FL, registered since 2001, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated April 21, 2026.",
  "citation": "AdvisorCensus. We Family Offices (CRD 109869): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is We Family Offices compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), We Family Offices reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees."
    },
    {
      "q": "How much does We Family Offices charge?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: 0.45% to 1.5% a year (a range, as the brochure states it); Flat fee: $50,000 to $100,000 (wealth diagnostic). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is We Family Offices located?",
      "a": "We Family Offices' principal office is in Coral Gables, FL, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is We Family Offices registered with the SEC or a state?",
      "a": "We Family Offices is an SEC-registered investment advisory firm, registered since 2001. Status as filed: Approved. CRD 109869."
    },
    {
      "q": "How much does We Family Offices manage?",
      "a": "We Family Offices reports $17,752,394,957 in regulatory assets under management in its Form ADV filing dated April 21, 2026 (0% discretionary)."
    },
    {
      "q": "How have We Family Offices' assets and staff changed since 2021?",
      "a": "In the Form ADV data for We Family Offices: Regulatory assets under management: $10,200,640,735 in the October 2021 data and $17,752,394,957 in the October 2026 data, up 74%. Total employees: 46 in October 2021 and 65 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does We Family Offices serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (112)."
    },
    {
      "q": "Does We Family Offices report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/109869"
    },
    {
      "q": "What changed in We Family Offices' recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $15,364,800,717 to $17,752,394,957 (+16%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 10200640735.0,
      "total_employees": 46,
      "filing_date": "2021-05-03"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 13382462057.0,
      "total_employees": 53,
      "filing_date": "2022-07-19"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 12056434282.0,
      "total_employees": 49,
      "filing_date": "2023-04-14"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 13909416024.0,
      "total_employees": 59,
      "filing_date": "2024-03-20"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 15364800717.0,
      "total_employees": 63,
      "filing_date": "2025-03-30"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 17752394957.0,
      "total_employees": 65,
      "filing_date": "2026-04-21"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $15,364,800,717 to $17,752,394,957 (+16%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.45% to 1.5% a year",
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $50,000 to $100,000 (wealth diagnostic)"
    ],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.45% to 1.5% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "These fees typically have ranged from 0.45% to 1.50% of AUA, and generally decrease as a percentage of AUA as the AUA amount increases."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $50,000 to $100,000 (wealth diagnostic)"
        ],
        "quotes": [
          "WE also provides investment advisory services pursuant to mandates from clients to perform a wealth diagnostic in return for a flat fee, which ranges from $50,000 to $100,000."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.45,
        1.5
      ],
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 50000.0,
          "max": 100000.0,
          "period": "one_time",
          "service": "wealth diagnostic"
        }
      ]
    },
    "quotes": [
      "These fees typically have ranged from 0.45% to 1.50% of AUA, and generally decrease as a percentage of AUA as the AUA amount increases.",
      "WE also provides investment advisory services pursuant to mandates from clients to perform a wealth diagnostic in return for a flat fee, which ranges from $50,000 to $100,000."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/we-family-offices-coral-gables-fl-109869.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 112,
      "fewer_than_5": false,
      "raum": 17752394957.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/109869",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}