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AIRE ADVISORS, LLC

CRD 307450File 801-119842
APPROVED
Retail clients
Custody
Filing as of Jul 17, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.01B
Above cohort median (national)
Discretionary AUM
$986.0M
Non-discretionary $20.5M
Clients
369
1,163 accounts
Employees
9
Above cohort median in CA

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
LARO
Registration date
Nov 20, 2020
Principal office
9350 WILSHIRE BLVD, SUITE 200, BEVERLY HILLS, CA, 90212
Phone
310-277-2473

Assets & accounts

ADV Item 5F
Total regulatory AUM
$1.01B
Discretionary AUM
$986.0M
Non-discretionary AUM
$20.5M
Discretionary accounts
1,145
Non-discretionary accounts
18
Total accounts
1,163
AUM per client
$2.7M

Clients by type

ADV Item 5D
Client typeClientsAUM
Other14$19.5M
Charitable organizationsFewer than 5$213K
High net worth individuals300$924.0M
Pension and profit sharing plans15$33.0M
Individuals (other than high net worth individuals)40$14.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Hourly charges
  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • Selection of other advisers
  • Portfolio management for other
  • Portfolio management for businesses
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.