Aire Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, family office services, and insurance. Financial planning was provided to 251–500 clients last fiscal year.
Aire Advisors reports 369 clients. They include 300 high-net-worth individuals, 40 individual clients, and 15 pension and profit-sharing plans. Of its assets, 98.0% ($986M across 1,145 accounts) are managed with discretion; $20.5M across 18 accounts are not. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 11% | 1% |
| High-net-worth individuals | 81% | 92% |
| Pension and profit-sharing plans | 4% | 3% |
| Charitable organizations | Fewer than 5 | <1% |
| Corporations and other businesses | 4% | 2% |
| Other client typesOther | Not reported | 1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 40 | $14.9M | 1.5% | $372K |
| High-net-worth individuals | 300 | $924M | 91.8% | $3.08M |
| Pension and profit-sharing plans | 15 | $33M | 3.3% | $2.2M |
| Charitable organizations | Fewer than 5 | $213K | 0.0% | — |
| Corporations and other businesses | 14 | $19.5M | 1.9% | $1.39M |
| Other | Fewer than 5 | $14.8M | 1.5% | — |
| Total | 369 | $1.01B | 100% | — |
- Clients
- 40
- Regulatory AUM
- $14.9M
- AUM share
- 1.5%
- Avg. per client
- $372K
- Clients
- 300
- Regulatory AUM
- $924M
- AUM share
- 91.8%
- Avg. per client
- $3.08M
- Clients
- 15
- Regulatory AUM
- $33M
- AUM share
- 3.3%
- Avg. per client
- $2.2M
- Clients
- Fewer than 5
- Regulatory AUM
- $213K
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- 14
- Regulatory AUM
- $19.5M
- AUM share
- 1.9%
- Avg. per client
- $1.39M
- Clients
- Fewer than 5
- Regulatory AUM
- $14.8M
- AUM share
- 1.5%
- Avg. per client
- —
Total
- Clients
- 369
- Regulatory AUM
- $1.01B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Aire Advisors charges 0.25%–0.95% a year for its Comprehensive Wealth Management. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- AIRE ONE Comprehensive Wealth Management
- A negotiated flat annual fee for AIRE ONE clients, set in the advisory agreement and not to exceed $500,000 a year.
Amir Monsefi owns 75% or more of Aire Advisors. The leadership team of Aire Advisors includes Chief Compliance Officer Sharon Nassirzadeh. It has 9 employees.
Leadership
- Sharon NassirzadehCo-Founder & Senior Partner & Chief Compliance Officer
- Amir MonsefiCo-Founder
Investment adviser representatives
12 representatives listed in the SEC register as of 9 October 2026.
- Balfoure Patrick Brenes
- Kristina Cosma Downing
- Daniel P Ebert
- Philip Hugo Fessler
- Maryam Khoshreza
- Simone Liu
- Nathan Mescobi
- Amir Ali Monsefi
- Lily Deborah Mossayi
- James Charles Naify
- Sharon Nassirzadeh
- Neil Tobias Unger
Staff
- 9 employees
- 9 in advisory functions
- 9 state-registered reps
- 7 insurance agents
- 1 soliciting firm
- Owns 75% or more of Aire Advisors, LLC
Amir Monsefi
Control person · since November 2020
- Owns 25% to 50% of Aire Advisors, LLC
Sharon Nassirzadeh
Control person · since January 2026
Aire Advisors’ regulatory assets grew 3.7× from $272M (March 2021) to $1.01B (July 2026); clients rose from 128 to 369 and employees from 3 to 9.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $1.01B | 369 | 9 | 2 |
| March 2025 | $905M | 329 | 8 | 1 |
| March 2024 | $827M | 343 | 11 | 1 |
| March 2023 | $640M | 294 | 11 | 1 |
| April 2022 | $437M | 197 | 7 | 1 |
| March 2021 | $272M | 128 | 3 | 1 |
Besides its headquarters, Aire Advisors has 1 office, with 2 listed addresses in California and New York.
California · 1 listed address
- 9350 Wilshire BLVD, Suite 200, Beverly HillsHQ
New York · 1 listed address
- 369 Lexington Avenue, New York
Contact and registration details
- Legal name
- Aire Advisors, LLC
- Headquarters
- 9350 Wilshire BLVD, Suite 200, Beverly Hills, CA 90212
- Website
- aireadvisors.com
- Phone
- 310-277-2473
- @aireadvisors
- SEC file
- 801-119842
- Founded
- 2020
- Structure
- California LLC
- Fiscal year end
- December
Aire Advisors uses Fidelity ($901M) as custodian for its separately managed accounts. Aire Advisors has custody of $302M in client assets for 184 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $901M100%
At year end, Aire Advisors’ separately managed accounts were largely in funds (47%) and stocks (21%). Its reported 13F holdings for the quarter ended 30 June 2026 total $615M across 179 positions; the largest are Apple Inc. (7.9%), Vanguard Index Fds (6.3%) and Vanguard Index Fds (4.5%).
What the accounts hold
- Stocks21%
- Exchange-traded equities20%
- Non-exchange-traded equities1%
- Funds47%
- Bonds3%
- U.S. government and agency bonds1%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash2%
- Other28%
- Private equity, private credit, private real estate, private real estate debt, private infrastructure, private hedge, private settlements, etc.28%
Reported 13F holdings
- $615M
- Reported 13F value
- 179
- Positions
- 44.5%
- In the 10 largest
- +12.5%
- Value vs. prior quarter
- Apple Inc.7.9%
- Vanguard Index Fds · Growth ETF6.3%
- Vanguard Index Fds · Mcap GR Idxvip4.5%
- SPDR Series Trust · ST Str Sp600grwo4.5%
- Vanguard Index Fds · Mcap VL Idxvip4.2%
- American Centy ETF TR · US Large Cap Vlu4.0%
- Dimensional ETF Trust · Intl Core Equity3.7%
- Rbb Fund Trust · Longview Advantg3.5%
- American Centy ETF TR · US Sml CP Valu3.1%
- American Centy ETF TR · Avantis Emgmkt2.9%
Together, the ten largest are 44.5% of reported value.
How many clients does Aire Advisors have?
Aire Advisors has 369 clients and manages $1.01 billion for them, as of July 2026. They include 300 high-net-worth individuals, 40 individual clients, and 15 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 July 2026
What services does Aire Advisors offer?
Aire Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, family office services, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Aire Advisors charge?
Aire Advisors charges 0.25%–0.95% a year for its Comprehensive Wealth Management. The fee is billed in arrears and is negotiable.
Which custodians does Aire Advisors use?
Aire Advisors’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $901M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 July 2026
How many financial advisors does Aire Advisors have?
Aire Advisors has 9 investment adviser representatives registered with state securities authorities, out of 9 employees, and 9 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 7 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Aire Advisors invest in?
At the end of its last fiscal year, Aire Advisors’ separately managed accounts held 47% registered funds (mutual funds, ETFs, BDCs), 28% other, 20% exchange-traded equities, 2% cash and equivalents, 1% non-exchange-traded equities, 1% U.S. government and agency bonds, 1% state and local bonds and 1% investment grade corporate bonds. The 28% other category is described as: Private Equity, Private Credit, Private Real Estate, Private Real Estate Debt, Private Infrastructure, Private Hedge, Private Settlements, Etc.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Aire Advisors?
Aire Advisors’ direct owners are Amir Monsefi (75% or more) and Sharon Nassirzadeh (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 17 July 2026
How does Aire Advisors get paid?
Aire Advisors is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Aire Advisors registered with the SEC?
Yes, Aire Advisors has been registered with the SEC as an investment adviser since 20 November 2020. Its CRD number is 307450 and its SEC file number is 801-119842.
Source: Form ADV Part 1A, Item 1, filed 17 July 2026; IAPD firm record
How do I contact Aire Advisors?
Aire Advisors’ main office is at 9350 Wilshire BLVD, Suite 200, Beverly Hills, CA 90212. Its phone number is 310-277-2473. Its website is aireadvisors.com.