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Aerie Advisory Group LLC

● SEC registered since 2024CRD 333610SEC# 801-131472Gig Harbor, WA
Export (members)
Reg. AUM
$481.8M
Employees
12
Accounts
8
Location
Gig Harbor, WA

Aerie Advisory Group LLC assets under management

Aerie Advisory Group LLC operates as an SEC-registered investment adviser based in Gig Harbor, WA. The firm has been registered since 2024. It reports $481.8 million in regulatory assets under management and employs 12 people.
View on SEC.gov ↗

Aerie Advisory Group LLC owners & executives

6 reported
NameTitleOwnershipSince
Aerie Advisory Group Trust ControlOwnerOver 75%2025
Brian Andrew Pierson ControlPresidentUnder 5%2024
Roman Guy Brent ControlChief Compliance Officer, Chief Investment OfficerUnder 5%2024
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Frequently asked questions

How much does Aerie Advisory Group LLC manage?

Aerie Advisory Group LLC reports $481.8 million in regulatory assets under management on its Form ADV.

How many employees does Aerie Advisory Group LLC have?

Aerie Advisory Group LLC reports 12 employees.

Where is Aerie Advisory Group LLC located?

Aerie Advisory Group LLC is based in Gig Harbor, WA and has been SEC-registered since 2024.

Does Aerie Advisory Group LLC disclose fund performance?

Aerie Advisory Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3025 Harborview Drive, Gig Harbor, WA 98335
Phone(253) 857-1616
Office hours8:00 a.m. - 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$329.5M
Non-discretionary$152.3M
Total (RAUM)$481.8M