# Allmerits Asset, LLC

> Allmerits Asset, LLC is a state-registered investment advisory firm in Buena Park, CA, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 15, 2026.

- CRD: 309523
- Filed as: ALLMERITS ASSET, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Buena Park, CA
- Filing period: October 2026
- Form ADV filing dated: September 15, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/309523
- AdvisorCensus page: https://advisorcensus.com/firm/allmerits-asset-llc-buena-park-ca-309523

## Quick answers

**How is Allmerits Asset, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Allmerits Asset, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Allmerits Asset, LLC located?**
Allmerits Asset, LLC's principal office is in Buena Park, CA, according to its Form ADV.

**Is Allmerits Asset, LLC registered with the SEC or a state?**
Allmerits Asset, LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 309523.

**How much does Allmerits Asset, LLC manage?**
Allmerits Asset, LLC reports $18,855,725 in regulatory assets under management in its Form ADV filing dated September 15, 2026 (100% discretionary).

**What types of clients does Allmerits Asset, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (227); pension and profit sharing plans (but not the plan participants or government pension plans) (5); high net worth individuals (2).

**Does Allmerits Asset, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/309523

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $18,855,725
- Discretionary: $18,855,725
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 227 | $13,853,710 |
| High net worth individuals | 2 | $3,021,659 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $1,980,356 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2020 (6 years)
- Employees: 12 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- allmerits.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Allmerits Asset, LLC (CRD 309523): Form ADV filing data as of October 2026.