BEVERLY HILLS, CACRD 307450Latest ADV February 9, 2026
Aire Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Beverly Hills, CA. Its latest Form ADV filing, dated February 9, 2026, reports $1.0B in regulatory assets under management, 9 employees, 1 office, and 1,163 accounts.
Assets Under Management
$1.0B
Employees
9
Offices
1 office
Total Clients
369
Primary office
BEVERLY HILLS, CA
9350 WILSHIRE BLVD, SUITE 200, BEVERLY HILLS, CA, United States
Top client segmentHNWI represent 81.3% of total clients.
Top client categories% of clientsClients
1
HNWI
81.3%
300
2
Individuals
10.8%
40
3
Pension Plans
4.1%
15
4
Corporations
3.8%
14
Categories with <5 clients
Charitable Organizations<5 clients
ESTATE & UNION<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.0Bas of February 9, 2026
Discretionary98.0%
$986M
98% of total RAUM98.0%
Non-discretionary2.0%
$20M
2% of total RAUM2.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.0B
Total Accounts1,163
10Y AUM Change+$1.0B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee41:1
10Y Employee Change+7 (+350.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.