Melville, NY logo

Melville, NY Office

Team
Updated today
Imperity Wealth Alliance LLC logo

Imperity Wealth Alliance LLC

Team

Firm-wide stats for Imperity Wealth Alliance LLC

Total advisors

10

Across 2 offices

Clients per advisor

36 Low

Avg AUM per client

$374,449 Very Low

HNW client ratio

7% Very Low

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).

Based on Imperity Wealth Alliance LLC

Expertise

Wealth management Retirement income strategy

Based on Imperity Wealth Alliance LLC

Occupation focus

Founder/Business Owner Executive Retired

Based on Imperity Wealth Alliance LLC

Demographic focus

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

Based on Imperity Wealth Alliance LLC

Location

445 Broadhollow Road, Suite 203

Melville NY 11747

Advisors at this office

8

Advisors at this office

user avatar

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)
user avatar

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)
user avatar

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)
user avatar

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)
user avatar

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 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)
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)