Aerie Advisory Group LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Gig Harbor, WA. Its latest Form ADV filing, dated April 29, 2026, reports $618M in regulatory assets under management, 12 employees, 1 office, and 12 accounts.
Assets Under Management
$618M
Employees
12
Offices
1 office
Total Clients
12
Primary office
GIG HARBOR, WA
3025 HARBORVIEW DRIVE, GIG HARBOR, WA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 75.0% of total clients.
Top client categories% of clientsClients
1
HNWI
75.0%
9
2
Charitable
25.0%
3
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$618Mas of April 29, 2026
Discretionary46.9%
$290M
47% of total RAUM46.9%
Non-discretionary53.1%
$328M
53% of total RAUM53.1%
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$618M
Total Accounts12
10Y AUM Change+$618M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee1:1
10Y Employee Change+8 (+200.0%)
* 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.