Imperity Wealth Alliance Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 339113
· SEC file 801-134870
· Melville, NY
· www.facebook.com
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ADV data as of Jul 30, 2026
- Regulatory AUM
- $140M
- Discretionary
- $140M
- Clients
- 363
- Avg AUM / client
- $385K
- Accounts
- 574
- Employees
- 14
AUM over time
$140M
$140M
Dec 2025
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 339 | $95.3M | 68.2% |
| High net worth individuals | 24 | $40.6M | 29.1% |
| Pension and profit sharing plans | Fewer than 5 clients | $2.5M | 1.77% |
| Corporations and other businesses | Fewer than 5 clients | $1.3M | 0.93% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Alexander Dimartini | Registered representative | Mar 2026 (0y) | ||
| Brian Di Dominica | Registered representative | Mar 2026 (0y) | ||
| Douglas Anthony Didominica | Registered representative | Mar 2026 (0y) | ||
| John Charles Osorio | Registered representative | CFP | Mar 2026 (0y) | |
| Joseph Santo Granato | Registered representative | Mar 2026 (0y) | ||
| Joseph William Principe | Registered representative | Mar 2026 (0y) | ||
| Michael Vincent Hunt | Registered representative | Mar 2026 (0y) | ||
| Richard Simon Zerah | Registered representative | CFP Personal Financial Specialist | Mar 2026 (0y) | |
| Robert J Adler | Registered representative | Mar 2026 (0y) | ||
| Robert Nicholas Zerah | Registered representative | CFP Personal Financial Specialist | Mar 2026 (0y) |
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/13/2026 | 1.09 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
- • Fixed fees
- • Commissions
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- National Financial Services (Fidelity) $139M (99% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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 30, 2026.
View current Form ADV (SEC/IAPD) ↗