Allmerits Asset, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$16,875,369
Clients
229
Advisors
7
of 12 employees
About
Allmerits Asset, LLC provides discretionary portfolio management, retirement plan consulting, and one-off financial consulting to individuals, corporations, nonprofits, and pension/profit-sharing plans. The firm reports $18,855,725 in discretionary client assets and separately monitors and advises on 401(k) plans totaling about $196,770,788 in assets under advisement.
Investment programs are implemented through tactical and strategic asset-allocation approaches and by recommending or using third‑party sub-advisers and platform providers (including Charles Schwab, AssetMark, Synergy, and Betterment). The firm uses platform tools such as Betterment’s goal-based portfolios, automated rebalancing and tax-aware features, and may design custom portfolios while retaining discretionary authority to hire, replace, or reallocate sub-advisers.
Compared with many team advisory firms, Allmerits’ client mix and asset figures indicate a focus on a broad base of individual clients rather than a concentration of high‑net‑worth households, and it maintains substantial retirement-plan assets under advisement relative to its discretionary AUM. The firm’s operational mix — combining a digital sub‑advisory platform, multiple third‑party platforms, and affiliated insurance and broker‑dealer activities — is a notable feature that the brochure discloses as creating potential conflicts to be managed.
Client services
Expertise
Fee options
$0+: Up to 1.00% annually for portfolio management services, negotiable $0+: 0.25% to 1.00% annually for retirement plan consulting, negotiable
Some advisors are registered representatives of Kayan Securities, Inc. and may receive commissions for securities sales; also insurance commissions may be earned.
Financial consulting charged hourly at $250 to $300 per hour.
Fee-only: Portfolio management and retirement plan consulting fees based on assets under management; fees are negotiable.
Main office
6281 Beach Blvd., Suite 116
Buena Park CA 90621
Advisors at this office
7
Most active in
California · New Jersey · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Matthew K
Series 63, Series 65
Buena Park, CA
Allmerits Asset, LLC
Matthew Kim is an advisor at Allmerits Asset, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Abby Commerce and Planwise College Consulting, where he also serves as President and CEO. At Planwise, he manages and provides consulting for college financial aid. Allmerits Asset, LLC offers discretionary portfolio management, retirement plan consulting, and financial consulting services to individuals, corporations, nonprofits, and pension/profit-sharing plans. The firm employs tactical and strategic asset-allocation strategies and utilizes various third-party sub-advisers and platform providers to serve a broad client base.
Choeng K
Series 63, Series 65
Buena Park, CA
Allmerits Asset, LLC
Choeng Kim is a financial advisor at Allmerits Asset, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has been an independent healthcare insurance agent since 2012. Allmerits Asset, LLC provides discretionary portfolio management through third-party sub-advisers and digital platforms, serving individuals, corporations, charities, and pension/profit-sharing plans. The firm employs tactical and strategic asset allocation and offers retirement plan consulting and standalone financial consulting.
Seong C
CFP®
Buena Park, CA
Allmerits Asset, LLC
Seong Cho is a CFP® with eight years of industry experience, currently serving at Allmerits Asset, LLC as part of an eight-advisor team. He has worked at Allmerits Asset, LLC since 2020 and at Sherwood Hall Financial Planning since 2018, where he is also an owner and insurance agent. Since 2024, Cho has been a CFP instructor, teaching a CFP course quarterly. Allmerits Asset, LLC provides discretionary portfolio management, retirement plan consulting, and financial consulting to individuals, corporations, nonprofits, and pension/profit-sharing plans. The firm combines tactical and strategic asset allocation with third-party sub-advisers and platform providers, serving a broad base of individual clients and managing substantial retirement-plan assets.
Daewoo L
Series 65
Buena Park, CA
Allmerits Asset, LLC
Daewoo Lee is a financial advisor at Allmerits Asset, LLC with six years of industry experience and holds the Series 65 credential. He has worked with Allmerits Asset since 2020 and has been involved with affiliated insurance and financial services firms since 2012. Allmerits Asset, LLC provides discretionary portfolio management, retirement plan consulting, and financial consulting to individuals, corporations, nonprofits, and pension/profit-sharing plans. The firm employs tactical and strategic asset-allocation approaches and uses multiple third-party platforms while managing a substantial base of retirement-plan assets alongside discretionary client assets.
Wayne P
Series 63, Series 65
Buena Park, CA
Allmerits Asset, LLC
Wayne Park is a financial advisor at Allmerits Asset, LLC with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including Think Wealth, LLC and Kayan Securities, Inc. In addition to his advisory role, he is a marketing executive involved in personal and commercial insurance sales through Cal-Kor Insurance Service. Allmerits Asset, LLC provides discretionary portfolio management using third-party sub-advisers and digital platforms, serving individuals, corporations, charities, and retirement plans. The firm utilizes tactical and strategic asset allocation and offers ERISA non-fiduciary retirement plan consulting and hourly-priced financial consulting engagements.
Claudia S
Series 65
Buena Park, CA
Allmerits Asset, LLC
Claudia Song is a Series 65 licensed advisor with Allmerits Asset, LLC, bringing two years of industry experience. She previously worked at Apiis Financial and Mass Mutual. In addition to her advisory role, she is active as an insurance agent and field manager at Allmerits Financial and Insurance Services. Allmerits Asset, LLC provides discretionary portfolio management using third-party sub-advisers and digital platforms, serving individuals, corporations, charities, and pension/profit-sharing plans. The firm employs tactical and strategic asset allocation and offers retirement plan consulting alongside standalone financial consulting.
Christine K
Series 65
Buena Park, CA
Allmerits Asset, LLC
Christine Kim is a financial advisor at Allmerits Asset, LLC with five years of industry experience. She holds a Series 65 designation and has worked at Allmerits since 2021. In addition, she serves as President and CEO of CHK Financial & Insurance Services, where she is involved in life insurance sales and retirement planning. Allmerits Asset, LLC provides discretionary portfolio management using third-party sub-advisers and digital platforms, serving individuals, corporations, charities, and pension/profit-sharing plans. The firm employs tactical and strategic asset allocation and offers retirement plan consulting as well as standalone financial consulting.
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