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ALLMERITS ASSET, LLC
CRD 309523
6281 BEACH BLVD, SUITE 116, BUENA PARK, CA, 90621, United States
Phone
714-266-0000
Fax
888-870-0802
Registration
— (—)
Source
State registered
Total AUM
$18.9M
Discretionary AUM
$18.9M
Team
12 total employees; 9 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-04
Disciplinary history
No
Services
Portfolio management (individuals)Pension consultingSelection of other advisersFINANCIAL CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 227 | $13.9M |
| High net worth individuals | 2 | $3.0M |
| Pension/profit sharing plans | 5 | $2.0M |
All web addresses on file
Official SEC filing: View on IAPD