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WE FAMILY OFFICES
W.E. FAMILY OFFICES, LLC
CRD 109869 · SEC 801-60025
2811 PONCE DE LEON BLVD, SUITE 840, CORAL GABLES, FL, 33134, United States
Phone
305-825-2225
Fax
305-825-7790
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$17.75B
Discretionary AUM
$0
Team
65 total employees; 35 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-04-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 112 | $17.75B |
States served
NY, CT, FL
All web addresses on file
Official SEC filing: View on IAPD