Data / Investment advisers / California / Aire Advisors, LLC
Aire Advisors, LLC, Beverly Hills, CA: $1 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Aire Advisors, LLC is an SEC registered investment adviser with its main office in Beverly Hills, California and reports $1 billion in regulatory assets under management in its Form ADV filed July 17, 2026. Its clients include high net worth individuals, pension and profit sharing plans and corporations and other businesses. It is paid through a percentage of assets under management and hourly charges.
The request: Watch Aire Advisors, LLC (CRD number 307450): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 307450
- SEC file number
- 801-119842
- SEC status
- Approved, effective November 20, 2020
- Main office
- 9350 Wilshire Blvd Suite 200, Beverly Hills, CA 90212
- Phone
- (310) 277-2473
- Website
- aireadvisors.com
- Regulatory AUM
- $1,006,434,599 in the Form ADV filed July 17, 2026
- Discretionary AUM
- $985,972,513
- Non discretionary AUM
- $20,462,086
- Accounts
- 1,163
- Employees
- 9, of which 9 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 17, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 300 | $924 million |
| Pension and profit sharing plans | 15 | $33 million |
| Corporations or other businesses | 14 | $19.5 million |
| Individuals (other than high net worth individuals) | 40 | $14.9 million |
| Charitable organizations | Fewer than 5 | $212,524 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $1.01 billion | February 9, 2026 |
| December 1, 2025 | $905.4 million | March 20, 2025 |
Other advisers in Beverly Hills
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Joel R. Mogy Investment Counsel Inc. | Beverly Hills | $2.18 billion | Not listed | adviserinfo.sec.gov |
| Monogram Capital Management, L.P. | Beverly Hills | $1.79 billion | 27 | adviserinfo.sec.gov |
| Levine Leichtman Strategic Capital, LLC | Beverly Hills | $1.50 billion | Not listed | adviserinfo.sec.gov |
| Elyxium Wealth LLC | Beverly Hills | $1.39 billion | 1 | adviserinfo.sec.gov |
| Cheviot Value Management, LLC | Beverly Hills | $1.17 billion | Not listed | adviserinfo.sec.gov |
| Beverly Hills Private Wealth, LLC | Beverly Hills | $912.2 million | Not listed | adviserinfo.sec.gov |
| Angeleno Group, LLC | Beverly Hills | $576.5 million | 9 | adviserinfo.sec.gov |
| Life Line Wealth Management LLC | Beverly Hills | $557.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Beverly Hills, CA
- Investment advisers in California
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving pension and profit sharing plans
- Aire Advisors, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.