# We Family Offices

> 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.

- CRD: 109869
- Filed as: WE FAMILY OFFICES
- Legal name: W.E. Family Offices, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Coral Gables, FL
- Filing period: October 2026
- Form ADV filing dated: April 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/109869
- AdvisorCensus page: https://advisorcensus.com/firm/we-family-offices-coral-gables-fl-109869

## Quick answers

**How is We Family Offices compensated?**
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.

**How much does We Family Offices charge?**
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.

**Where is We Family Offices located?**
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).

**Is We Family Offices registered with the SEC or a state?**
We Family Offices is an SEC-registered investment advisory firm, registered since 2001. Status as filed: Approved. CRD 109869.

**How much does We Family Offices manage?**
We Family Offices reports $17,752,394,957 in regulatory assets under management in its Form ADV filing dated April 21, 2026 (0% discretionary).

**How have We Family Offices' assets and staff changed since 2021?**
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.

**What types of clients does We Family Offices serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (112).

**Does We Family Offices report any disciplinary disclosures?**
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

**What changed in We Family Offices' recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Asset-based fee: 0.45% to 1.5% a year (a range, as the brochure states it)

> 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.

- Flat fee: $50,000 to $100,000 (wealth diagnostic)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $17,752,394,957
- Discretionary: $0
- Non-discretionary: $17,752,394,957

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 112 | $17,752,394,957 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2001 (25 years)
- Employees: 65 total, 35 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, FL, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- [wefamilyoffices.com](https://wefamilyoffices.com)
- Facebook @WEFAMILYOFFICESOFFICIALPAGE
- LinkedIn @WE-FAMILY-OFFICES
- X @WEFAMILYOFFICES

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $10,200,640,735 | 46 | May 3, 2021 |
| October 2022 | $13,382,462,057 | 53 | July 19, 2022 |
| October 2023 | $12,056,434,282 | 49 | April 14, 2023 |
| October 2024 | $13,909,416,024 | 59 | March 20, 2024 |
| October 2025 | $15,364,800,717 | 63 | March 30, 2025 |
| October 2026 | $17,752,394,957 | 65 | April 21, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. We Family Offices (CRD 109869): Form ADV filing data as of October 2026.