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WE FAMILY OFFICES

CORAL GABLES, FL · CRD 109869 · IAPD ↗ · 305-825-2225

$17.75BRegulatory AUM
35Advisory reps
65Employees
0Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

83
February 2025 — WE FAMILY OFFICES grew from 22 to 35 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2024 — WE FAMILY OFFICES shrank from 28 to 22 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
63
April 2024 — WE FAMILY OFFICES reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
50
February 2024 — WE FAMILY OFFICES moved its main office from MIAMI, FL to CORAL GABLES, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.