IMPERITY WEALTH ALLIANCE LLC
Firm details
- Headquarters
- MELVILLE, New York
- CRD number
- 339113
- Registered since
- December 16, 2025
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
- Client types
- Individuals68.21%
- HNWI29.09%
- Pension & Profit Sharing Plans1.77%
- Corporations / Businesses0.93%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Imperity Wealth Alliance LLC is an independent registered investment adviser and identified capital allocator focused on individual and family clients. The firm provides a mix of financial planning, discretionary portfolio management for individuals and small businesses, pension consulting and manager selection services. Its fee arrangements are flexible and include AUM-based fees, hourly charges, fixed fees and commissions. Imperity reports being an active ESG investor and maintains industry relationships with accounting and insurance firms to support planning and product implementation. The firm registered with the SEC in 2025 and lists ownership that combines a domestic entity and an individual.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds88%
- Cash & Cash Equivalents6%
- Exchange Traded Equities5%
- Other1%
Owners & executives
2 of 2JOSEPH PRINCIPE
President, COOCRD 5031617
DOUGLAS DIDOMINICA
CEO & Founding PartnerCRD 2801817
Contacts
3 of 8JOHN OSORIO
Financial PlannerCRD 2005394
ALEXANDER DIMARTINI
Managing PartnerCRD 2211270
Brian DiDominica
Financial Planning AssociateCRD 7597666
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MELVILLE, NY
SUFFOLK
Location
MELVILLE, NY
Headquartered in MELVILLE, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- SUFFOLK
- Address
- 445 Broadhollow Rd
- Time zone
- ET (UTC-5)
- Office locations
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