AdFi
IW

Imperity Wealth Alliance LLC

SEC Registered
Assets Under Management
$100M–$500M
Office Locations
1 office
Total Accounts
574

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthPension/Profit SharingCorporations

Office locations

1 office in 1 state
NY
MelvilleHQ

Advisors at this firm

10 advisors in the directory

Regulatory & compliance

CRD number
#339113
SEC Number
801-134870
Disciplinary History
No
Fees & Minimums
Fee arrangements the firm reports: AUM / Commission / Hourly / Flat Fee
Asset tierAnnual rate
First $250,0000.05%
Next $250,0000.04%
Next $500,0000.03%
Next $1,500,0000.02%
Above $2,500,0000.01%

Data as of July 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Imperity Wealth Alliance LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Imperity Wealth Alliance in Melville, NY - Fees & Services