WE Family Offices

Trust Score 98%
Trust Score info_outline

Last updated: August 6th, 2019. Data source: SEC filings.


WE Family Offices, federally registered in 2001, is a Registered Investment Advisor (RIA) in 3 state(s) with a licensed staff of 24 advisors. WE Family Offices manages $7.4 billion and provides investment advisory services for 116 clients (1:5 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $0
Average Client Balance $63,816,378
Hybrid Advisor No
Disciplinary History No
Total AUM $7.4 billion
Advisor / Client Ratio 1:5
Headquarters Miami, FL
SEC Filings Forms and Brochures    (CRD # 109869)
State(s) Registered CT, FL, NY

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