RIA Intel›Advisers›California›ALLMERITS ASSET, LLC

ALLMERITS ASSET, LLC

Advisory

BUENA PARK, CA

Data as of Jul 22, 2026 · Source: SEC Form ADV

Rank in CA
#4,325
of 5,480 advisers by AUM
Average account
$81K
across 234 accounts
AUM per adviser
$2M
9 advisers

Source: SEC Form ADV. Figures as filed Jul 22, 2026.

Total AUM
$19M
Discretionary %
100%
Clients
234
Employees
12

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$19M
Discretionary AUM$19M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients234
Team
Total Employees12
Investment Advisers9
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, NJ, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

AC3 CAPITAL, LLC
$19M
+13.2% 1Y
TAYLOR K A ASSOCIATES INC
$19M
-10.0% 1Y
OTIUM ADVISORY GROUP, LLC
$19M
X AND Y ADVISORS, INC.
EL SEGUNDO, CA
$19M
MIGH FINANCIAL PLANNER, LLC
$19M
ETHIKA INVESTMENTS, LLC
SANTA MONICA, CA
$19M
-96.4% 1Y

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