# ALLMERITS ASSET, LLC

ALLMERITS ASSET, LLC is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** https://allmeritsasset.com

## Regulatory record

- **CRD number:** 309523
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/309523

## About

Allmerits Asset, LLC is a state-registered investment adviser offering investment advisory services. It specializes in 401(k) and corporate pension plans, with financial advisors such as certified 401(k) specialists, certified financial planners, and certified financial consultants helping companies operate their pension plans. Allmerits Asset does not provide legal or tax advice. Securities transactions for clients are placed with third-party investment advisors through Charles Schwab, AssetMark Trust, and Nationwide Advisory Solutions.

## Sectors

- 401(k) and corporate pension / retirement plans

## People

- Brian Lee — Managing Partner, Financial Advisor (CPFA, C(k)P)
- Julia Kim — Managing Partner (FSCP, CLTC)
- Matthew Kim — Managing Partner, Financial Advisor (CCFS, CPFA)
- Eui Lim — Managing Partner, Financial Advisor (ChFC, CPFA, AIF, FSCP)
- Seong Y. Cho — Field Vice President, Financial Advisor (CFP, CPFA)
- Claudia Song — Field Manager, Financial Advisor (CCFS)
- Eun Jung Kim — Retirement Plans Account Manager (FSCP)
- Yunejung Chang — Retirement Plans Account Manager (CLTC)
- Marcus Kim — Retirement Plans Account Manager

## Questions

### Who runs ALLMERITS ASSET, LLC?

No principals are named in any public source. The firm's management team is unknown.

### What is the investment strategy of ALLMERITS ASSET, LLC?

No strategy is publicly documented. The firm's asset-class mix, stage preferences, and geographic focus are not disclosed.

### How large is ALLMERITS ASSET, LLC in terms of assets under management?

AUM is not disclosed. No public or third-party estimates exist.

### Where is ALLMERITS ASSET, LLC headquartered?

The firm has no confirmed headquarters location in any public record.

### When was ALLMERITS ASSET, LLC founded?

The founding year is not available from any public source.

### Has ALLMERITS ASSET, LLC made any public investments or deals?

No portfolio companies, deals, or investments are on record.

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- [Altura Wealth Advisors](https://altss.com/profile/altura-wealth-advisors-inc)
- [Cascade Oak Investments, LLC](https://altss.com/profile/cascade-oak-investments-llc)

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Last updated: 2026-08-14T12:30:00.000Z

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