Allmerits Asset, Llc
- Regulatory AUM
- $18.9M
- Discretionary
- $18.9M
- Clients
- 234
- Avg AUM / client
- $80.6K
- Accounts
- 234
- Employees
- 12
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 22, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 227 | $13.9M | 73.5% |
| High net worth individuals | 2 | $3.0M | 16.0% |
| Pension and profit sharing plans | 5 | $2.0M | 10.5% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| H Mart 401(k) Plan H Mart Inc. | 2024 |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Daewoo Lee | Registered representative | Aug 2020 (6y) | ||
| Seong Youn Cho | Registered representative | CFP | Nov 2020 (6y) | |
| Wayne Park | Registered representative | Mar 2021 (5y) | ||
| Christine H Kim | Registered representative | Mar 2021 (5y) | ||
| Eui Jeong Lim | Registered representative | Aug 2021 (5y) | ||
| Claudia H Song | Registered representative | Jun 2023 (3y) | ||
| Choeng Mo Kim | Registered representative | Jan 2025 (2y) | ||
| Kyung Ho Choe | Registered representative | CFP | Nov 2025 (1y) | |
| Matthew Mintae Kim | Registered representative | Jan 2026 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| H Mart 401(k) Plan | H Mart Inc. | 3,748 | $22.7M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/04/2026 | 1.14 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $5.8M (31% of AUM) Mar 2026
- Assetmark Brokerage, Llc $4.7M (25% of AUM) Mar 2026
- Equitable Advisors, Llc $3.7M (20% of AUM) Mar 2026
- Lincoln Financial Advisors Corporation $3.5M (19% of AUM) Mar 2026
- American Funds & Trusts Incorporated $1.1M (6% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 22, 2026.
View current Form ADV (SEC/IAPD) ↗