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
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.
Latest 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%)
* 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.