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| Keyboard |
| Aerie Advisory Group LLC
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|---|---|
| CRD # | 333610 |
| SEC # | 801-131472 |
| CIK # | |
| AUM | 618.1 M (2026-04-29) |
| Employees | 12 (25% Investors, 0% Brokers) |
| Phone | 253-857-1616 |
| 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) | 9 | 528.1 |
| (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 | 89.9 |
| (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 | 12 | 618.1 |
| By Discretionary | ||
| Discretionary | 8 | 289.8 |
| Non-Discretionary | 4 | 328.2 |
| Total | 12 | 618.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 618.1 | |
| Total | 12 | 618.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Altus Wealth Group LLC
✚
|
CO | 620.1 M |
|
Capital Advisers Inc
✚
|
NC | 620.0 M |
|
BNA Wealth Inc
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SC | 619.8 M |
|
CPA Asset Management Group LLC
✚
|
FL | 619.2 M |
|
Tri-Ad Capital Management I LLC
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|
CA | 619.0 M |
|
Alexander Labrunerie & Co Inc
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|
MO | 618.9 M |
|
Steadtrust LLC
✚
|
618.1 M | |
|
Hubbell Strickland Wealth Management LLC
✚
|
LA | 617.9 M |
|
EQ Wealth Advisors LLC
✚
|
TX | 617.0 M |
|
Grey Ledge Advisors LLC
✚
|
CT | 616.0 M |