Aerie Advisory Group LLC
Aerie Advisory Group LLC is an SEC-registered ria in Gig Harbor, WA with $618.1M assets under management (AUM, regulatory AUM), +28% over one year. See who owns Aerie Advisory Group LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 333610, SEC 801-131472, data through 2026-04-29.
- AUM (assets under management / regulatory AUM)
- $618.1M (2026-04-29)
- Firm type
- Ria
- Location
- Gig Harbor, WA
- Employees
- 12
- Clients
- 12
- CRD
- 333610
- Ownership
- PIERSON, BRIAN, ANDREW; BRENT, ROMAN, GUY; 2006 THRESHOLD RETURN OF CAPITAL; Critchfield, Robert, Edward; Holcomb, Mark, Edward
How much AUM does Aerie Advisory Group LLC have?
Aerie Advisory Group LLC reported $618.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-29).
Who owns Aerie Advisory Group LLC?
Disclosed owners and executives of Aerie Advisory Group LLC include PIERSON, BRIAN, ANDREW, BRENT, ROMAN, GUY, 2006 THRESHOLD RETURN OF CAPITAL, Critchfield, Robert, Edward, Holcomb, Mark, Edward. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.