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| AIRE Advisors LLC
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|---|---|
| CRD # | 307450 |
| SEC # | 801-119842 |
| CIK # | 0001908177 |
| AUM | 1,006.4 M (2026-06-09) |
| Employees | 9 (100% Investors, 0% Brokers) |
| Phone | 310-277-2473 |
| Address | 9350 Wilshire Blvd Beverly Hills, CA 90212 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 42.9 | ||
| Comcast Corp | 14.2 | ||
| Nvidia Corp | 8.0 | ||
| Texas Roadhouse Inc | 5.8 | ||
| Amazon Com Inc | 5.3 | ||
| Amgen Inc | 4.9 | ||
| Tesla Motors Inc | 4.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 40 | 14.9 |
| (b) Individuals (high net worth individuals) | 300 | 924.0 |
| (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 | 15 | 33.0 |
| (h) Charitable organizations | 0 | 0.2 |
| (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 | 14 | 19.5 |
| (n) Other | 0 | 14.8 |
| Total | 1,163 | 1,006.4 |
| By Discretionary | ||
| Discretionary | 1,145 | 986.0 |
| Non-Discretionary | 18 | 20.5 |
| Total | 1,163 | 1,006.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.9 | |
| United States Persons | 1,003.6 | |
| Total | 1,163 | 1,006.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001908177] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Fermata Advisors LLC
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|
CA | 1,009.5 M |
|
The NorthStar Group Inc
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|
NY | 1,008.5 M |
|
Mirador Capital Partners LP
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|
CA | 1,008.3 M |
|
West Paces Advisors Inc
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GA | 1,006.4 M |
|
Great Hill Capital LLC
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1,006.2 M | |
|
PYA Waltman Capital LLC
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|
TN | 1,006.0 M |
|
McGlone Suttner Wealth Management Inc
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|
WI | 1,005.9 M |
|
Corbyn Investment Management Inc
✚
|
MD | 1,005.5 M |
|
Burling Wealth Partners LLC
✚
|
IL | 1,004.6 M |
|
BlueSky Wealth Advisors LLC
✚
|
NC | 1,004.5 M |