Investment adviser · CRD 333610
AERIE ADVISORY GROUP LLC
Investment adviser filing (IA)
GIG HARBOR, WA, United States · Form ADV filed Jul 21, 2026
- Regulatory AUM
- $2.52B Form ADV · Item 5.F
- Client accounts
- 44 Accounts, not individual clients
- Employees
- 16 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 32 | $1,974,693,842 | 78.4% |
| Charities | 6 | $540,979,687 | 21.5% |
| Individuals | 6 | $3,154,320 | 0.1% |
Filing source
Form ADV 2121120 · Jul 21, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 21, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
3025 HARBORVIEW DRIVEGIG HARBOR, WA, 98335, United States
CRD 333610
Filing source
Form ADV 2121120 · Jul 21, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.