Imperity Wealth Alliance LLC logo

Imperity Wealth Alliance LLC

Updated today

Client AUM

$135,925,006

Clients

363

Advisors

10

across 2 offices

About

Imperity Wealth Alliance LLC is a registered investment adviser that provides financial planning and discretionary portfolio management to individuals, retirement plans, charitable organizations, and other businesses. The firm offers a broad suite of services — including wealth management, retirement plan consulting, employee benefits, insurance, tax planning, and risk-management solutions — and reported approximately $139.7 million in assets under management.

Advisors typically manage accounts on a discretionary basis and implement a mix of in‑house and third‑party strategies, offering access to Commonwealth’s PPS Custom, PPS Select, and PPS Direct programs, TPAMs, and model portfolios; Personalized Indexing and certain PPS strategies incorporate tax‑harvesting functionality. The firm describes an open‑architecture approach in which advisors may customize model portfolios, select different custodial programs, and rely on Commonwealth’s and third‑party research and portfolio construction teams for ongoing monitoring.

Noteworthy features include the firm’s common ownership with Imperity Tax Planning, LLC and an affiliated insurance agency (Imperity Insurance & Benefits Consulting), and advisors who are dually registered with Commonwealth as broker‑dealer registered representatives and licensed insurance agents. Imperity’s brochure discloses several arrangements that can affect recommendations — advisors may receive commissions for securities and insurance sales, the firm may act as a promoter or subadviser for third‑party managers, it may pay or pass through transaction or platform fees for clients, and it has disclosed financial arrangements with Commonwealth/LPL (including a forgivable loan and advisor loans tied to that relationship).

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Wealth management Retirement income strategy

Occupation focus

Founder/Business Owner Executive Retired

Demographic focus

Mid-Career Professionals HENRY (High Earners, Not Rich Yet)

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Fee options

Fixed

Financial planning fees may be flat or fixed fees, negotiable per client agreement; retirement plan consulting may include flat fees starting at $300.

Percentage

$0 - $250,000: 1.40% $250,000 - $500,000: 1.25% $500,000 - $1,000,000: 1.00% $1,000,000 - $5,000,000: 0.85% $5,000,000+: Negotiable

Commissions

Advisors earn commissions from securities and insurance products; commissions, 12b-1 fees, and other transaction-based fees apply.

Project-based

Hourly financial planning fees not to exceed $500 per hour.

Other

Account minimum: $1,000 Minimum fee: Minimum annual account fees of $60 (platform fee minimum) and $300 (retirement plan consulting flat fee) Fee-only: Financial planning fees can be hourly (up to $500/hr), fixed or flat fees, or ongoing annual fees negotiable between client and advisor.

Main office

See office

445 Broadhollow Road, Suite 203

Melville NY 11747

Advisors at this office

8

Most active in

California · Connecticut · Florida · Georgia · Illinois · Louisiana · Maryland · Massachusetts · New Hampshire · New Jersey · New York · North Carolina · Pennsylvania · South Carolina · Texas · Virginia

Also doing business as

Acs Advisory LLC · Comprehensive Financial Partners · Hunt Financial Solutions · Imperity Advisors · Imperity Wealth Alliance LLC · Rzb Wealth Management, LLC · Soundview Financial Management Group, LLC · Steffens Financial Corp

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

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Michael H

Series 63, Series 65, Series 66

Melville, NY

Imperity Wealth Alliance LLC

Michael Hunt is a financial advisor with Imperity Wealth Alliance LLC, holding Series 63, 65, and 66 licenses, and has 26 years of industry experience. He has held previous roles at firms including Commonwealth Financial Network, Principal Life Insurance Company, and Prudential Insurance Company of America. Outside of advising, he is involved in tax preparation and co-owns multiple tax service entities. Imperity Wealth Alliance LLC provides financial planning and discretionary portfolio management to individuals, retirement plans, charitable organizations, and businesses. The firm employs an open-architecture approach, offering a range of in-house and third-party investment strategies alongside tax planning, insurance, and risk-management solutions.

Wealth management Retirement income strategy Founder/Business Owner Executive Retired Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Richard Z

CFP®, PFS™, Series 63

Melville, NY

Imperity Wealth Alliance LLC

Richard Zerah is a CFP® and PFS™ with 34 years of industry experience. He is currently with Imperity Wealth Alliance LLC and has previously worked at Commonwealth Financial Network, Principal Securities Inc., and founded Zerah & Company CPAs P.C., where he remains a co-owner providing tax and accounting services. In addition to financial advising, he is involved in tax preparation and co-owns two tax and accounting firms. Imperity Wealth Alliance LLC provides financial planning and discretionary portfolio management to individuals, retirement plans, charitable organizations, and businesses. The firm employs an open-architecture investment approach, offering a mix of in-house and third-party strategies, and integrates tax planning and risk-management solutions alongside wealth management services.

Wealth management Retirement income strategy Founder/Business Owner Executive Retired Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Alexander D

Series 63, Series 65

Melville, NY

Imperity Wealth Alliance LLC

Alexander Dimartini is a financial advisor with Imperity Wealth Alliance LLC and holds Series 63 and Series 65 licenses. He has 34 years of industry experience, with prior roles at firms including UBS Financial Services and Royal Alliance Associates. He is the owner of Soundview Wealth Management Group, LLC, a private entity facilitating securities, advisory, and insurance business. Imperity Wealth Alliance LLC provides financial planning and discretionary portfolio management to individuals, retirement plans, charitable organizations, and businesses. The firm employs an open-architecture approach, combining in-house and third-party strategies and offers services including wealth management, retirement plan consulting, insurance, tax planning, and risk management.

Wealth management Retirement income strategy Founder/Business Owner Executive Retired Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Robert A

Series 63

Melville, NY

Imperity Wealth Alliance LLC

Robert Adler is a financial advisor at Imperity Wealth Alliance LLC with over 40 years of industry experience. He holds the Series 63 designation and has previously worked at firms including Commonwealth Financial Network and Principal Securities Inc., as well as a long career at Principal Life Insurance Company. Outside of his advisory work, Adler is a ski instructor at Windham Mountain Resort. Imperity Wealth Alliance LLC provides financial planning and discretionary portfolio management to individuals, retirement plans, charitable organizations, and businesses. The firm offers a broad range of services including wealth management, retirement plan consulting, insurance, and tax planning, managing approximately $139.7 million in assets with a customizable, open-architecture investment approach.

Wealth management Retirement income strategy Founder/Business Owner Executive Retired Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Douglas D

Series 63

Melville, NY

Imperity Wealth Alliance LLC

Douglas Didominica is a financial advisor with Imperity Wealth Alliance LLC, holding a Series 63 credential and 30 years of industry experience. His career includes roles at Principal Securities Inc. and Principal Life Insurance Co. He is also involved in tax preparation and planning services through Imperity Group, LLC. Imperity Wealth Alliance LLC is a registered investment adviser providing financial planning and discretionary portfolio management to individuals, retirement plans, charitable organizations, and businesses. The firm offers a broad range of services, including wealth management, retirement plan consulting, employee benefits, insurance, tax planning, and risk management, managing approximately $139.7 million in assets.

Wealth management Retirement income strategy Founder/Business Owner Executive Retired Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
user avatar

Robert Z

CFP®, PFS™, Series 63

Melville, NY

Imperity Wealth Alliance LLC

Robert Zerah is a CFP® and PFS™ credentialed advisor with 34 years of industry experience. He is currently with Imperity Wealth Alliance LLC and maintains a longstanding role with Zerah & Company CPAs PC, where he co-owns and provides tax preparation and accounting services. His prior experience includes positions at Commonwealth Financial Network, Principal Securities INC, and his own firm, RZB Wealth Management, LLC, which he co-owns. Imperity Wealth Alliance LLC offers financial planning and discretionary portfolio management for individuals, retirement plans, charitable organizations, and businesses. The firm utilizes an open-architecture investment approach, combining in-house and third-party strategies, and provides a broad range of services including wealth management, retirement plan consulting, insurance, tax planning, and risk management.

Wealth management Retirement income strategy Founder/Business Owner Executive Retired Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
user avatar

Joseph G

Series 63, Series 65

New York, NY

Imperity Wealth Alliance LLC

Joseph Granato is a financial advisor with Imperity Wealth Alliance LLC, holding Series 63 and Series 65 licenses and 34 years of industry experience. His career includes roles at Signator Investors, INC., LPL Financial, and Comprehensive Financial Partners. Granato also conducts fixed insurance sales as part of his professional activities. Imperity Wealth Alliance LLC is a registered investment adviser that provides financial planning and discretionary portfolio management to individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of wealth management, retirement plan consulting, employee benefits, insurance, tax planning, and risk-management services with approximately $139.7 million in assets under management.

Wealth management Retirement income strategy Founder/Business Owner Executive Retired Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
user avatar

Joseph P

Series 66

Melville, NY

Imperity Wealth Alliance LLC

Joseph Principe is a financial advisor at Imperity Wealth Alliance LLC with 20 years of industry experience. He holds a Series 66 designation and previously worked at Principal Securities Inc. and Principal Life Insurance Company for 16 years. Outside of his advisory work, he provides information technology consulting through Intellisys Networks. Imperity Wealth Alliance LLC is a registered investment adviser that delivers financial planning and discretionary portfolio management services to individuals, retirement plans, charitable organizations, and businesses. The firm offers a broad range of services, including wealth management, retirement plan consulting, employee benefits, insurance, tax planning, and risk management, managing approximately $139.7 million in assets.

Wealth management Retirement income strategy Founder/Business Owner Executive Retired Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
user avatar

Brian D

Series 66

Melville, NY

Imperity Wealth Alliance LLC

Brian Di Dominica is a financial advisor at Imperity Wealth Alliance LLC with four years of industry experience. He holds the Series 66 designation and has worked with Imperity and Commonwealth Financial Network since 2023, including prior roles in insurance and tax preparation services. Outside of advising, he is involved in tax preparation through Imperity Tax Planning. Imperity Wealth Alliance LLC provides financial planning and discretionary portfolio management to individuals, retirement plans, charitable organizations, and businesses. The firm offers a broad range of services, including wealth management, retirement plan consulting, insurance, tax planning, and risk management, managing approximately $139.7 million in assets.

Wealth management Retirement income strategy Founder/Business Owner Executive Retired Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
user avatar

John O

CFP®, Series 63

New York, NY

Imperity Wealth Alliance LLC

John Osorio is a financial advisor with Imperity Wealth Alliance LLC and holds the CFP® and Series 63 designations. He has 34 years of industry experience, including prior roles at Comprehensive Financial Partners, Commonwealth Financial Network, LPL Financial, and INVEST Financial Corporation. Outside of advising, he is involved in tax preparation through Comprehensive Financial Partners. Imperity Wealth Alliance LLC provides financial planning and discretionary portfolio management to individuals, retirement plans, charitable organizations, and businesses, offering a broad range of services including wealth management, retirement plan consulting, insurance, tax planning, and risk-management solutions. The firm employs an open-architecture investment approach, combining in-house and third-party strategies tailored to client needs.

Wealth management Retirement income strategy Founder/Business Owner Executive Retired Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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