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Firm profile

We Family Offices

CORAL GABLES, FLCRD 109869Latest ADV April 21, 2026

We Family Offices is an SEC registered investment adviser organized as a limited liability company with a primary office location in Coral Gables, FL. Its latest Form ADV filing, dated April 21, 2026, reports $17.8B in regulatory assets under management, 65 employees, 1 office, and 112 accounts.

Assets Under Management
$17.8B
Employees
65
Offices
1 office
Total Clients
112
Primary office
CORAL GABLES, FL
2811 PONCE DE LEON BLVD, SUITE 840, CORAL GABLES, FL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOMaria E. Lagomasino
CCOEdward D. Mccutcheon

Advisory services offered

3 types reported
Financial Planning Services
Portfolio management for individuals and small businesses
Selection of other advisers

Fee models offered

3 types reported
Asset based fees
Fixed fees
Performance-based fees
Source verified May 14, 2026

Client Coverage Demographics

Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
112

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$17.8Bas of April 21, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$17.8B
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$17.8B
Total Accounts112
10Y AUM Change+$12.4B (+232.3%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees65
Clients per Employee2:1
10Y Employee Change+22 (+51.2%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.