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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| We Family Offices LLC
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| CRD # | 109869 |
| SEC # | 801-60025 |
| CIK # | |
| AUM | $15.4 B (2025-03-30) |
| Employees | 63 (56% Investors, 0% Brokers) |
| Phone | 305-825-2225 |
| Address | 2811 Ponce de Leon Blvd Coral Gables, FL 33134 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 107 | 15.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 107 | 15.4 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 107 | 15.4 |
| Total | 107 | 15.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 10.3 | |
| United States Persons | 5.0 | |
| Total | 107 | 15.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Guideline Investments LLC
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|
CA | 16.5 |
|
The London Company of Virginia LLC
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|
VA | 16.0 |
|
Vaughan Nelson Investment Management LP
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|
TX | 15.9 |
|
Nationwide Investment Advisors LLC
✚
|
OH | 15.7 |
|
Fiduciary Management Inc
✚
|
WI | 15.0 |
|
Summit Financial LLC
✚
|
NJ | 15.0 |
|
Troy Asset Management Ltd
✚
|
14.8 | |
|
Envestnet Retirement Solutions LLC
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|
IL | 14.5 |
|
Mycio Wealth Partners LLC
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|
PA | 14.4 |
|
T Rowe Price Singapore Private Ltd
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|
14.3 |