SEC Form ADV

WE FAMILY OFFICES

Firm profile: WE Family Offices — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserFL
$17.8B
Assets Under Management
112
Total Clients
65
Employees
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Registration Details

Accession
CRD-109869
Location
CORAL GABLES, FL
Filing Date
April 21, 2026
AUM
$17.8B
Total Clients
112
Employees
65
Amendment
No

Client Types

HNW Individuals

About this Adviser

WE FAMILY OFFICES is a registered investment adviser headquartered in CORAL GABLES, FL, managing approximately $17.8B in assets across 112 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.