ALLMERITS ASSET, LLC

ALLMERITS ASSET, LLC of BUENA PARK, CA is an SEC-registered investment adviser (CRD 309523). Regulatory assets under management: $18.9M.

Registration

• CRD: 309523
• Type: Registered investment adviser
• Location: 6281 BEACH BLVD, BUENA PARK, CA, 90621
• Phone: 714-266-0000
• Latest filing: 2026-07-22
• Regulatory AUM: $18.9M
• Discretionary AUM: $18.9M
• Clients: 12
• Accounts: 234

Business model

Compensation: % of AUM, Hourly.

Clients served: High net worth, Pensions, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 309523 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search