W.E. FAMILY OFFICES, LLC
Legal name: WE FAMILY OFFICES
CRD #109869 SEC #801-60025 CORAL GABLES, FL 305-825-2225
SEC Registered
Total AUM
$15.4B
Discretionary
$0
Employees
63
Clients
101
Accounts
107
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $15.4B | $0 | $15.4B | 63 | 0 |
| Jan 2025 | $13.9B | $0 | $13.9B | 62 | 0 |
| Mar 2024 | $13.9B | $0 | $13.9B | 59 | 0 |
| Jan 2024 | $12.1B | $0 | $12.1B | 49 | 0 |
| Apr 2023 | $12.1B | $0 | $12.1B | 49 | 0 |
| Mar 2023 | $12.1B | $0 | $12.1B | 49 | 0 |
| Jul 2022 | $13.4B | $0 | $13.4B | 53 | 0 |
| Mar 2022 | $13.4B | $0 | $13.4B | 53 | 0 |
| Dec 2021 | $10.2B | $0 | $10.2B | 46 | 0 |
| May 2021 | $10.2B | $0 | $10.2B | 46 | 0 |
| Mar 2021 | $10.2B | $0 | $10.2B | 46 | 0 |
| Aug 2020 | $8.8B | $0 | $8.8B | 47 | 0 |
| Jun 2020 | $8.5B | $0 | $8.5B | 47 | 0 |
| Mar 2020 | $8.5B | $0 | $8.5B | 47 | 0 |
| Feb 2020 | $7.4B | $0 | $7.4B | 47 | 0 |
| Sep 2019 | $7.4B | $0 | $7.4B | 47 | 0 |
| Mar 2019 | $7.4B | $0 | $7.4B | 47 | 0 |
| Oct 2018 | $7.3B | $0 | $7.3B | 48 | 0 |
| Mar 2018 | $7.4B | $0 | $7.4B | 48 | 0 |
| Mar 2017 | $5.3B | $0 | $5.3B | 43 | 26 |
| Sep 2016 | $5B | $0 | $5B | 43 | 26 |
| Mar 2016 | $4.2B | $0 | $4.2B | 43 | 26 |
| Sep 2015 | $4B | $0 | $4B | 38 | 26 |
| Mar 2015 | $3.3B | $0 | $3.3B | 38 | 26 |
| Aug 2014 | $3.3B | $0 | $3.3B | 37 | 26 |
| Mar 2014 | $2.7B | $0 | $2.7B | 37 | 26 |
| Aug 2013 | $2.2B | $0 | $2.2B | 36 | 26 |
| Mar 2013 | $1.6B | $0 | $1.6B | 33 | 26 |
| Feb 2013 | $1.6B | $0 | $1.6B | 29 | 26 |
| Jan 2013 | $1.6B | $0 | $1.6B | 29 | 26 |
| Jan 2013 | $1.6B | $0 | $1.6B | 29 | 26 |
| Jan 2013 | $1.6B | $0 | $1.6B | 29 | 26 |
| Nov 2012 | $1.8B | $0 | $1.8B | 35 | 26 |
| Nov 2012 | $1.8B | $0 | $1.8B | 35 | 26 |
| Aug 2012 | $1.8B | $0 | $1.8B | 11 | 26 |
| Jul 2012 | $1.8B | $0 | $1.8B | 11 | 26 |
| Apr 2012 | $1.8B | $0 | $1.8B | 11 | 26 |
| Apr 2012 | $1.8B | $0 | $1.8B | 11 | 26 |
| Mar 2012 | $1.8B | $0 | $1.8B | 11 | 26 |
| Sep 2011 | $1.9B | $0 | $1.9B | -- | -- |
| Aug 2011 | $1.9B | $0 | $1.9B | -- | -- |
| Aug 2011 | $1.9B | $0 | $1.9B | -- | -- |
| Jun 2011 | $1.9B | $0 | $1.9B | -- | -- |
| Apr 2011 | $1.9B | $0 | $1.9B | -- | -- |
| Mar 2011 | $1.9B | $0 | $1.9B | -- | -- |
| Mar 2011 | $1.9B | $0 | $1.9B | -- | -- |
| Feb 2011 | $1.7B | $0 | $1.7B | -- | -- |
| Nov 2010 | $1.7B | $0 | $1.7B | -- | -- |
| Mar 2009 | $1.2B | $0 | $1.2B | -- | -- |
| Oct 2007 | $822.8M | $0 | $822.8M | -- | -- |
| Oct 2007 | $822.8M | $0 | $822.8M | -- | -- |
| Mar 2007 | $822.8M | $0 | $822.8M | -- | -- |
| Mar 2006 | $536.4M | $0 | $536.4M | 10 | -- |
| Apr 2004 | $121.8M | $0 | $121.8M | 10 | -- |
| May 2001 | $52.7M | $0 | $52.7M | 10 | -- |
DateMar 2025
Total AUM$15.4B
Discretionary$0
Non-Disc.$15.4B
Employees63
Clients0
DateJan 2025
Total AUM$13.9B
Discretionary$0
Non-Disc.$13.9B
Employees62
Clients0
DateMar 2024
Total AUM$13.9B
Discretionary$0
Non-Disc.$13.9B
Employees59
Clients0
DateJan 2024
Total AUM$12.1B
Discretionary$0
Non-Disc.$12.1B
Employees49
Clients0
DateApr 2023
Total AUM$12.1B
Discretionary$0
Non-Disc.$12.1B
Employees49
Clients0
DateMar 2023
Total AUM$12.1B
Discretionary$0
Non-Disc.$12.1B
Employees49
Clients0
DateJul 2022
Total AUM$13.4B
Discretionary$0
Non-Disc.$13.4B
Employees53
Clients0
DateMar 2022
Total AUM$13.4B
Discretionary$0
Non-Disc.$13.4B
Employees53
Clients0
DateDec 2021
Total AUM$10.2B
Discretionary$0
Non-Disc.$10.2B
Employees46
Clients0
DateMay 2021
Total AUM$10.2B
Discretionary$0
Non-Disc.$10.2B
Employees46
Clients0
DateMar 2021
Total AUM$10.2B
Discretionary$0
Non-Disc.$10.2B
Employees46
Clients0
DateAug 2020
Total AUM$8.8B
Discretionary$0
Non-Disc.$8.8B
Employees47
Clients0
DateJun 2020
Total AUM$8.5B
Discretionary$0
Non-Disc.$8.5B
Employees47
Clients0
DateMar 2020
Total AUM$8.5B
Discretionary$0
Non-Disc.$8.5B
Employees47
Clients0
DateFeb 2020
Total AUM$7.4B
Discretionary$0
Non-Disc.$7.4B
Employees47
Clients0
DateSep 2019
Total AUM$7.4B
Discretionary$0
Non-Disc.$7.4B
Employees47
Clients0
DateMar 2019
Total AUM$7.4B
Discretionary$0
Non-Disc.$7.4B
Employees47
Clients0
DateOct 2018
Total AUM$7.3B
Discretionary$0
Non-Disc.$7.3B
Employees48
Clients0
DateMar 2018
Total AUM$7.4B
Discretionary$0
Non-Disc.$7.4B
Employees48
Clients0
DateMar 2017
Total AUM$5.3B
Discretionary$0
Non-Disc.$5.3B
Employees43
Clients26
DateSep 2016
Total AUM$5B
Discretionary$0
Non-Disc.$5B
Employees43
Clients26
DateMar 2016
Total AUM$4.2B
Discretionary$0
Non-Disc.$4.2B
Employees43
Clients26
DateSep 2015
Total AUM$4B
Discretionary$0
Non-Disc.$4B
Employees38
Clients26
DateMar 2015
Total AUM$3.3B
Discretionary$0
Non-Disc.$3.3B
Employees38
Clients26
DateAug 2014
Total AUM$3.3B
Discretionary$0
Non-Disc.$3.3B
Employees37
Clients26
DateMar 2014
Total AUM$2.7B
Discretionary$0
Non-Disc.$2.7B
Employees37
Clients26
DateAug 2013
Total AUM$2.2B
Discretionary$0
Non-Disc.$2.2B
Employees36
Clients26
DateMar 2013
Total AUM$1.6B
Discretionary$0
Non-Disc.$1.6B
Employees33
Clients26
DateFeb 2013
Total AUM$1.6B
Discretionary$0
Non-Disc.$1.6B
Employees29
Clients26
DateJan 2013
Total AUM$1.6B
Discretionary$0
Non-Disc.$1.6B
Employees29
Clients26
DateJan 2013
Total AUM$1.6B
Discretionary$0
Non-Disc.$1.6B
Employees29
Clients26
DateJan 2013
Total AUM$1.6B
Discretionary$0
Non-Disc.$1.6B
Employees29
Clients26
DateNov 2012
Total AUM$1.8B
Discretionary$0
Non-Disc.$1.8B
Employees35
Clients26
DateNov 2012
Total AUM$1.8B
Discretionary$0
Non-Disc.$1.8B
Employees35
Clients26
DateAug 2012
Total AUM$1.8B
Discretionary$0
Non-Disc.$1.8B
Employees11
Clients26
DateJul 2012
Total AUM$1.8B
Discretionary$0
Non-Disc.$1.8B
Employees11
Clients26
DateApr 2012
Total AUM$1.8B
Discretionary$0
Non-Disc.$1.8B
Employees11
Clients26
DateApr 2012
Total AUM$1.8B
Discretionary$0
Non-Disc.$1.8B
Employees11
Clients26
DateMar 2012
Total AUM$1.8B
Discretionary$0
Non-Disc.$1.8B
Employees11
Clients26
DateSep 2011
Total AUM$1.9B
Discretionary$0
Non-Disc.$1.9B
Employees--
Clients--
DateAug 2011
Total AUM$1.9B
Discretionary$0
Non-Disc.$1.9B
Employees--
Clients--
DateAug 2011
Total AUM$1.9B
Discretionary$0
Non-Disc.$1.9B
Employees--
Clients--
DateJun 2011
Total AUM$1.9B
Discretionary$0
Non-Disc.$1.9B
Employees--
Clients--
DateApr 2011
Total AUM$1.9B
Discretionary$0
Non-Disc.$1.9B
Employees--
Clients--
DateMar 2011
Total AUM$1.9B
Discretionary$0
Non-Disc.$1.9B
Employees--
Clients--
DateMar 2011
Total AUM$1.9B
Discretionary$0
Non-Disc.$1.9B
Employees--
Clients--
DateFeb 2011
Total AUM$1.7B
Discretionary$0
Non-Disc.$1.7B
Employees--
Clients--
DateNov 2010
Total AUM$1.7B
Discretionary$0
Non-Disc.$1.7B
Employees--
Clients--
DateMar 2009
Total AUM$1.2B
Discretionary$0
Non-Disc.$1.2B
Employees--
Clients--
DateOct 2007
Total AUM$822.8M
Discretionary$0
Non-Disc.$822.8M
Employees--
Clients--
DateOct 2007
Total AUM$822.8M
Discretionary$0
Non-Disc.$822.8M
Employees--
Clients--
DateMar 2007
Total AUM$822.8M
Discretionary$0
Non-Disc.$822.8M
Employees--
Clients--
DateMar 2006
Total AUM$536.4M
Discretionary$0
Non-Disc.$536.4M
Employees10
Clients--
DateApr 2004
Total AUM$121.8M
Discretionary$0
Non-Disc.$121.8M
Employees10
Clients--
DateMay 2001
Total AUM$52.7M
Discretionary$0
Non-Disc.$52.7M
Employees10
Clients--