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IMPERITY WEALTH ALLIANCE LLC
CRD 339113 · SEC 801-134870
445 BROADHOLLOW ROAD, SUITE 203, MELVILLE, NY, 11747, United States
Phone
800-203-2702
Fax
(516) 464-2494
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$139.7M
Discretionary AUM
$139.7M
Team
14 total employees; 10 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-04-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 339 | $95.3M |
| High net worth individuals | 24 | $40.6M |
States served
CA, GA, IL, LA, MD, MA, NJ, NY, NC, PA, SC, VA, TX, NH, CT, FL
All web addresses on file
- https://www.huntfinancialsolutions.com/
- https://www.facebook.com/michaelvhuntNY
- https://www.compfinancialpartners.com/
- https://www.soundviewwealth.com/
- https://www.imperityadvisors.com/
- https://www.instagram.com/imperityadvisors/
- https://www.facebook.com/ImperityAdvisors/
- https://www.linkedin.com/company/imperity-advisors
Official SEC filing: View on IAPD