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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

AIRE ADVISORS, LLC

CRD 307450

BEVERLY HILLS, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:38c8c28a-0494-a53f-1c52-41e7fcff7fc7

Data as of Jul 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 6
On other graphs: 0
Observed: Sep 30, 2020 to Jul 17, 2026
21 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.93 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.0BItem 5.F on the latest filing (2026-07-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $986M
Private client RAUM: $939MderivedItem 5.D individuals plus high net worth individuals
Private client share: 93%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 12
RAUM per advisor: $83.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 9
Advisory employees: 9
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,163
Individual clients: 40
High net worth clients: 300
Custody, client assets: $302M
SEC number: 801-119842
CRD: 307450
Filings on the tape: 21
First filed: Sep 30, 2020
Latest filed: Jul 17, 2026
Organised: Limited Liability Company, CA
Website: aireadvisors.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
AMIR ALI MONSEFI	n/a	BEVERLY HILLS, CA	5	32	2	no
SHARON NASSIRZADEH	Certified Financial Planner	BEVERLY HILLS, CA	5	32	3	no
BALFOURE PATRICK BRENES	n/a	BEVERLY HILLS, CA	5	14	2	no
PHILIP HUGO FESSLER	n/a	BEVERLY HILLS, CA	5	33	2	no
KRISTINA COSMA DOWNING	n/a	BEVERLY HILLS, CA	4	19	4	no
JAMES CHARLES NAIFY	n/a	BEVERLY HILLS, CA	4	33	2	no
Nathan Mescobi	n/a	BEVERLY HILLS, CA	2	12	n/a	no
LILY DEBORAH MOSSAYI	n/a	BEVERLY HILLS, CA	1	10	n/a	no
Daniel P Ebert	n/a	BEVERLY HILLS, CA \| New York, NY	0	11	2	no
MARYAM KHOSHREZA	n/a	BEVERLY HILLS, CA	0	14	n/a	no
Neil Tobias Unger	Certified Financial Planner	BEVERLY HILLS, CA	0	15	2	no
SIMONE LIU	n/a	BEVERLY HILLS, CA	0	20	4	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MONSEFI, AMIR, ALI	CO-FOUNDER	E	yes	11/2020	Jul 17, 2026	Jul 17, 2026
NASSIRZADEH, SHARON	CO-FOUNDER & SENIOR PARTNER & CHIEF COMPLIANCE OFFICER	C	yes	01/2026	Jul 17, 2026	Jul 17, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 6 of 7

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 9, 2026	$1.0B	$986M	9	9	1	n/a	n/a
2024	Mar 20, 2025	$905M	$891M	8	8	0	n/a	n/a
2023	Mar 7, 2024	$827M	$827M	11	7	0	n/a	n/a
2022	Mar 10, 2023	$640M	$640M	11	8	0	n/a	n/a
2021	Feb 7, 2022	$437M	$437M	7	7	0	n/a	n/a
2020	Mar 25, 2021	$111M	$111M	3	3	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
3	0	3	0.0%	1	0	0	3	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.0B	$905M	11.2%	$640M	16.3%	9	8	1	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	3	Nov 23, 2020	Dec 4, 2020	BEVERLY HILLS, CA	Team lift out	Wirehouse to new firm	0.0%

Relationships

Registered with (13)

← SIMONE LIUAdvisorregistration: current employment
Aug 5, 2026 to presentfactForm ADV
← Neil Tobias UngerAdvisorregistration: current employment
Apr 26, 2026 to presentfactForm ADV
← MARYAM KHOSHREZAAdvisorregistration: current employment
Feb 17, 2026 to presentfactForm ADV
← Daniel P EbertAdvisorregistration: current employment
Jan 9, 2026 to presentfactForm ADV
← LILY DEBORAH MOSSAYIAdvisorregistration: current employment
Dec 10, 2024 to presentfactForm ADV
← Nathan MescobiAdvisorregistration: current employment
Sep 10, 2024 to presentfactForm ADV
← JAMES CHARLES NAIFYAdvisorregistration: current employment
Feb 14, 2022 to presentfactForm ADV
← KRISTINA COSMA DOWNINGAdvisorregistration: current employment
Oct 18, 2021 to presentfactForm ADV
← PHILIP HUGO FESSLERAdvisorregistration: current employment
Jun 1, 2021 to presentfactForm ADV
← BALFOURE PATRICK BRENESAdvisorregistration: current employment
Apr 30, 2021 to presentfactForm ADV
← AMIR ALI MONSEFIAdvisorregistration: current employment
Nov 20, 2020 to presentfactForm ADV
← SHARON NASSIRZADEHAdvisorregistration: current employment
Nov 20, 2020 to presentfactForm ADV
← TAMERON LYNN KEYESAdvisorregistration: previous registration
Dec 4, 2020 to Apr 18, 2023factForm ADV

Controls (2)

← MONSEFI, AMIR, ALIOwnerCHIEF COMPLIANCE OFFICER & CO-FOUNDER, ownership code E, individual
Sep 30, 2020 to Mar 7, 2024factForm ADV
← Nassir, SharonOwnerCO-FOUNDER & SENIOR PARTNER, ownership code C, individual
Sep 30, 2020 to Mar 7, 2024factForm ADV

Moved with (1)

← MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviser3 advisors, team lift out
Nov 23, 2020 to Dec 4, 2020factForm ADV

Dated events

Occurred
Mar 7, 2024
Regulatory AUM changed
Aire Advisors, Llc reported RAUM $827.4M, up 29% from $640.1M (2023-09-26 to 2024-03-07)
Form ADVobserved 5 days ago
$187M
Occurred
Apr 18, 2023
Advisor changed firm
Tameron Lynn Keyes left Aire Advisors, Llc for Wealthcare Advisory Partners Llc (registered 2023-04-17)
Form ADVobserved 5 days ago
Occurred
Mar 10, 2023
Regulatory AUM changed
Aire Advisors, Llc reported RAUM $640.1M, up 47% from $436.7M (2022-04-29 to 2023-03-10)
Form ADVobserved 5 days ago
$203M
Occurred
Feb 7, 2022
Regulatory AUM changed
Aire Advisors, Llc reported RAUM $436.7M, up 61% from $271.8M (2021-10-21 to 2022-02-07)
Form ADVobserved 5 days ago
$165M
Occurred
Mar 25, 2021
Regulatory AUM changed
Aire Advisors, Llc reported RAUM $271.8M, up 144% from $111.2M (2021-03-25 to 2021-03-25)
Form ADVobserved 5 days ago
$161M
Occurred
Sep 30, 2020
First Form ADV filing
Project Nimh, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:38c8c28a-0494-a53f-1c52-41e7fcff7fc7
First observed: Sep 30, 2020
Last observed: Jul 17, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

AIRE ADVISORS, LLC

CRD 307450

BEVERLY HILLS, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:38c8c28a-0494-a53f-1c52-41e7fcff7fc7

Data as of Jul 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:33 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

AMIR ALI MONSEFI

n/a

BEVERLY HILLS, CA

SHARON NASSIRZADEH

Certified Financial Planner

BEVERLY HILLS, CA

BALFOURE PATRICK BRENES

n/a

BEVERLY HILLS, CA

PHILIP HUGO FESSLER

n/a

BEVERLY HILLS, CA

KRISTINA COSMA DOWNING

n/a

BEVERLY HILLS, CA

JAMES CHARLES NAIFY

n/a

BEVERLY HILLS, CA

Nathan Mescobi

n/a

BEVERLY HILLS, CA

n/a

LILY DEBORAH MOSSAYI

n/a

BEVERLY HILLS, CA

n/a

Daniel P Ebert

n/a

BEVERLY HILLS, CA | New York, NY

MARYAM KHOSHREZA

n/a

BEVERLY HILLS, CA

n/a

Neil Tobias Unger

Certified Financial Planner

BEVERLY HILLS, CA

SIMONE LIU

n/a

BEVERLY HILLS, CA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MONSEFI, AMIR, ALI

CO-FOUNDER

yes

11/2020

Jul 17, 2026

NASSIRZADEH, SHARON

CO-FOUNDER & SENIOR PARTNER & CHIEF COMPLIANCE OFFICER

yes

01/2026

Jul 17, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 9, 2026

$1.0B

$986M

n/a

2024

Mar 20, 2025

$905M

$891M

n/a

2023

Mar 7, 2024

$827M

n/a

2022

Mar 10, 2023

$640M

n/a

2021

Feb 7, 2022

$437M

n/a

2020

Mar 25, 2021

$111M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.0B

$905M

11.2%

$640M

16.3%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Nov 23, 2020

Dec 4, 2020

BEVERLY HILLS, CA

Team lift out

Wirehouse to new firm

0.0%