Aem Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Somerset, NJ. Its latest Form ADV filing, dated March 30, 2026, reports $118M in regulatory assets under management, 2 employees, 1 office, and 45 accounts.
Assets Under Management
$118M
Employees
2
Offices
1 office
Total Clients
45
Primary office
SOMERSET, NJ
265 DAVIDSON AVENUE, SUITE 210, SOMERSET, NJ, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 48.9% of total clients.
Top client categories% of clientsClients
1
Individuals
48.9%
22
2
HNWI
48.9%
22
3
Charitable
2.2%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$118Mas of March 30, 2026
Discretionary100.0%
$118M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$118M
Total Accounts45
10Y AUM Change+$118M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee23:1
10Y Employee Change-1 (-33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.