AERIE ADVISORY GROUP LLC
CRD #333610 SEC #801-131472 GIG HARBOR, WA (253) 209-7425
SEC Registered
Total AUM
$742.4M
Discretionary
$301.5M
Employees
12
Clients
--
Accounts
11
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $742.4M | $301.5M | $440.9M | 12 | 0 |
| May 2025 | $481.8M | $329.5M | $152.3M | 12 | 0 |
| Apr 2025 | $481.8M | $329.5M | $152.3M | 6 | 0 |
| Mar 2025 | $481.8M | $329.5M | $152.3M | 6 | 0 |
| Feb 2025 | $0 | $0 | $0 | 6 | 0 |
| Dec 2024 | $0 | $0 | $0 | 4 | 0 |
| Dec 2024 | $0 | $0 | $0 | 3 | 0 |
| Dec 2024 | $0 | $0 | $0 | 3 | 0 |
| Nov 2024 | $0 | $0 | $0 | 3 | 0 |
| Oct 2024 | $0 | $0 | $0 | 3 | 0 |
| Oct 2024 | $0 | $0 | $0 | 3 | 0 |
| Oct 2024 | $0 | $0 | $0 | 3 | 0 |
DateSep 2025
Total AUM$742.4M
Discretionary$301.5M
Non-Disc.$440.9M
Employees12
Clients0
DateMay 2025
Total AUM$481.8M
Discretionary$329.5M
Non-Disc.$152.3M
Employees12
Clients0
DateApr 2025
Total AUM$481.8M
Discretionary$329.5M
Non-Disc.$152.3M
Employees6
Clients0
DateMar 2025
Total AUM$481.8M
Discretionary$329.5M
Non-Disc.$152.3M
Employees6
Clients0
DateFeb 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateDec 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateDec 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateDec 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateNov 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateOct 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateOct 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateOct 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0