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AMERGIN ASSET MANAGEMENT, LLC

BOCA RATON, FL · CRD 323350 · IAPD ↗ · 561-760-1957

$1.21BRegulatory AUM
5Advisory reps
13Employees
0Clients
n/aPlanning clients
4Private funds
5States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

32
April 2026 — AMERGIN ASSET MANAGEMENT, LLC notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
April 2026 — AMERGIN ASSET MANAGEMENT, LLC added office(s): 5 -> 12 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2026 — AMERGIN ASSET MANAGEMENT, LLC crossed $1B in regulatory AUM ($946.0M -> $1.21B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
50
April 2025 — AMERGIN ASSET MANAGEMENT, LLC reported RAUM up 36% ($695.9M -> $946.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
38
April 2024 — AMERGIN ASSET MANAGEMENT, LLC added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2024 — AMERGIN ASSET MANAGEMENT, LLC crossed $500M in regulatory AUM ($221.8M -> $695.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.