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| Happy Holidays!! thanks for using AUM13F!! |
| Aerie Advisory Group LLC
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| CRD # | 333610 |
| SEC # | 801-131472 |
| CIK # | |
| AUM | $481.8 M (2025-05-29) |
| Employees | 12 (25% Investors, 0% Brokers) |
| Phone | 253-209-7425 |
| Address | 3025 Harborview Drive Gig Harbor, WA 98335 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 8 | 382.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 99.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 8 | 481.8 |
| By Discretionary | ||
| Discretionary | 7 | 329.5 |
| Non-Discretionary | 1 | 152.3 |
| Total | 8 | 481.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 481.8 | |
| Total | 8 | 481.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Twele Capital Management Inc
✚
|
MN | 0.5 |
|
HFM Investment Advisors Inc
✚
|
0.5 | |
|
Triumph Capital Management
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CO | 0.5 |
|
JDH Wealth Management LLC
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|
CA | 0.5 |
|
Marion Wealth Management LLC
✚
|
PA | 0.5 |
|
Mayport LLC
✚
|
0.5 | |
|
Auctus Advisors LLC
✚
|
NC | 0.5 |
|
Priebe Wealth Holdings LLC
✚
|
MN | 0.5 |
|
Compound Family Offices LLC
✚
|
FL | 0.5 |
|
The Enterprise Investment Company
✚
|
MI | 0.5 |