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AIRE ADVISORS, LLC

BEVERLY HILLS, CA · CRD 307450 · IAPD ↗ · aireadvisors.com · 310-277-2473

$1.01BRegulatory AUM
9Advisory reps
9Employees
0Clients
251-500Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

78
March 2026 — AIRE ADVISORS, LLC reports 251-500 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
85
March 2026 — AIRE ADVISORS, LLC crossed $1B in regulatory AUM ($905.4M -> $1.01B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
53
February 2026 — AIRE ADVISORS, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
April 2025 — AIRE ADVISORS, LLC notice-filed in MT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2024 — AIRE ADVISORS, LLC reported RAUM up 29% ($640.1M -> $827.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.