Aire Advisors, LLC
AIRE Advisors, LLC is an SEC-registered investment advisory firm headquartered in Beverly Hills, California, founded in 2011. The firm provides comprehensive financial advisory and wealth management services to individuals, high net worth families, entrepreneurs, business owners, corporate executives, sports and entertainment professionals, and international clients. With 8 to 11 employees, it specializes in tailored strategies for business clients with revenues from $10 million to $2 billion, as well as sophisticated solutions for clients worldwide. The team includes Certified Exit Planning Advisors (CEPAs) and collaborates extensively with attorneys, CPAs, investment bankers, and other professionals to provide holistic solutions across personal and business financial needs. AIRE Advisors is experienced in corporate cash management, international wealth planning, and multi-generational family office advisory.
Investment Strategy
AIRE Advisors, LLC utilizes a holistic and client-centric investment strategy, focusing on personalized wealth management, corporate cash management, and international financial solutions. Their approach integrates asset preservation, generational transfer, and accumulation of wealth through diversified portfolios tailored to clients' risk profiles and investment goals. The firm emphasizes collaboration with legal and tax professionals to construct efficient, tax-advantaged portfolios and facilitate strategic business transitions. Investment selections typically prioritize liquidity, yield generation for large cash balances, and customized solutions for both U.S. and international clients. They serve primarily high net worth individuals and families, entrepreneurs, and professionals with complex financial needs.
Top Holdings
Equity Positions (162)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 7.01% | $36.2M | 176,377 | $172.29 | $205.17 | -$3.1M |
V VUG | VANGUARD INDEX FDS | 6.33% | $32.7M | 74,590 | $294.59 | $438.40 | +$4.7M |
V VOT | VANGUARD INDEX FDS | 4.75% | $24.5M | 86,168 | $230.34 | $284.39 | +$3.2M |
V VOE | VANGUARD INDEX FDS | 3.96% | $20.5M | 124,417 | $143.67 | $164.46 | +$431.4K |
S SLYG | SPDR SERIES TRUST | 3.82% | $19.7M | 222,368 | $83.85 | $88.75 | +$1.1M |