Aerie Advisory Group LLC
● SEC registered since 2024CRD 333610SEC# 801-131472Gig Harbor, WA
Reg. AUM
$2.52B
Employees
16
Accounts
44
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 $2.5 billion in regulatory assets under management and employs 16 people.
Aerie Advisory Group LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aerie Advisory Group Trust Control | Owner | Over 75% | 2025 |
| Alyssa Ann Ross Control | Chief Financial Officer | Under 5% | 2025 |
| Brian Andrew Pierson Control | President | Under 5% | 2024 |
| Roman Guy Brent Control | Chief Compliance Officer, Chief Investment Officer | Under 5% | 2024 |
| Alyssa Ann Ross Control | Trustee | 25-50% | 2025 |
| Brian Andrew Pierson Control | Trustee | 25-50% | 2025 |
| Roman Guy Brent Control | Trustee | 25-50% | 2025 |
Frequently asked questions
How much does Aerie Advisory Group LLC manage?
Aerie Advisory Group LLC reports $2.5 billion in regulatory assets under management on its Form ADV.
How many employees does Aerie Advisory Group LLC have?
Aerie Advisory Group LLC reports 16 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
| Address | 3025 Harborview Drive, Gig Harbor, WA 98335 |
| Phone | (253) 857-1616 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.52B▲ 423%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 19%
Larger than 81% of 16,306 advisers
EmployeesTop 29%
More than 71% of 16,824 advisers
Assets under management
$2.52Bregulatory AUM
Discretionary $289.8MNon-discretionary $2.23B