Aerie Advisory Group LLC

Flat / fixed fees in Gig Harbor, WA

SEC registeredNo commissions reported

Call (253) 857-1616 Send a message Map ↗

Public-record details

Address: 3025 Harborview Drive, Gig Harbor, WA 98335
Phone: (253) 857-1616
Listed under: Flat / fixed fees, % of assets managed
CRD number: 333610
Registration: SEC registered since 2024-11-19
Compensation (Form ADV 5.E): Percentage of assets under management; Fixed fees
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Portfolio management for individuals/small businesses; Selection of other advisers
Regulatory assets under management: $2.5 billion
Accounts managed: 44
Clients reported (Form ADV 5.D): 44
Individual / high-net-worth clients: 6 / 32
Employees: 16
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-07-21

SEC registered investment adviser, CRD 333610, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 333610 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Gig Harbor

Briarwood Financial2801 Hollycroft Street, Ste B #1 · Gig Harbor, WA 98335 · (360) 443-9993 · Financial planningCRD 310562 · % of assets, Hourly charges, Fixed fees · $4.7 million AUMState registeredNo commissions reported Faire Capital Group2727 Hollycroft Street, Suite 360 · Gig Harbor, WA 98335 · (425) 533-2260 · Financial planningCRD 322829 · % of assets, Performance-based fees · $101.8 million AUMState registeredNo commissions reported Fortitude Advisory Group L.L.C.7195 Wagner Way, Suite 104 · Gig Harbor, WA 98335 · (253) 470-4977 · Financial planningCRD 116083 · % of assets, Hourly charges, Fixed fees · $467.5 million AUMSEC registeredNo commissions reported Harborview Asset Management LLC7201 Pioneer Way, Ste B202 · Gig Harbor, WA 98335 · (253) 432-1001 · % of assets managedCRD 332767 · % of assets · $124.7 million AUMSEC registeredNo commissions reported Lighthouse Wealth Strategies, LLC3312 Rosedale St, Suite 201 · Gig Harbor, WA 98335 · (253) 948-3725 · Financial planningCRD 299334 · % of assets, Fixed fees · $844.4 million AUMSEC registeredNo commissions reported Pacific Asset Management, LLC4320 Harborview Dr · Gig Harbor, WA 98332 · (253) 649-4600 · % of assets managedCRD 115157 · % of assets · $384.8 million AUMSEC registeredNo commissions reported Pioneer Square Advisors, LLC5410 119th St CT Nw · Gig Harbor, WA 98332 · (206) 838-4880 · Financial planningCRD 143609 · Fixed fees, Other · $38.3 million AUMState registeredNo commissions reported

All 8 in Gig Harbor →