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Imperity Wealth Alliance LLC

Imperity Wealth Alliance LLC. CRD 339113

I

CRD: 339113

Imperity Wealth Alliance LLC

Melville, NY, 11747
8002032702
www.imperityadvisors.com
$139.7M Total AUM
$139.7M Disc. AUM
-- 3Y CAGR
14 Employees
363 ADV. Clients
0 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS
Clients
Retail and Institutional
Platforms
ZenithTimber
Established Date
12-16-2025
Office Locations
3

Office Locations

295 Madison AVE, Suite 915 NEW York NY
445 Broadhollow RD, Suite 230 Melville NY
445 Broadhollow Road Suite 203 Melville NY

About Imperity Wealth Alliance LLC

Imperity Wealth Alliance LLC is a Melville-based RIA with 3 offices. The firm has been operating for 0 years. Managing $139.7M in total assets under management, with 10 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Asset Management, Business Succession, Estate Planning.

Team overview

61 AVG AGE
$14.0M AVG AUM / ADVISOR
$384.8K AVG AUM / CLIENT
0.2 yrs AVG TENURE
14 Employees
10 Advisory Reps
10 RIA Reps
0yrs Firm Age

Insights

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Asset Classes

Vertex focus Capital Vertex vital Ember delta

Client Personas

Frontier north Timber matrix

Custodian

Vertex unison Unison Timber Foundation ridge

Investment Themes

Pioneer prime Oak Vital crest Foundation Frontier Capital

Investment Vehicles

Catalyst

Platform

North

Services

Element Value Focus Quantum Fusion Delta Signal unison Catalyst Zenith Oak frontier

Technology

Vertex Alpha capital

Owner & Executives

DOUGLAS ANTHONY DIDOMINICA

DOUGLAS ANTHONY DIDOMINICA

Chief Compliance Officer, Chief Executive Officer, FOUNDING PARTNER, Partner

CRD
#2801817
Ownership
50% but less than 75%
(296) 530-1546
harbor.peak@summitcapital.com
in linkedin.com/in/insight-crest
J

JOSEPH WILLIAM PRINCIPE

Chief Operating Officer, FOUNDING PARTNER, President

CRD
#5031617
Ownership
25% but less than 50%
(769) 982-5191
optima.delta@bridgecapital.com
in linkedin.com/in/radial-insight

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Contacts

R

ROBERT J ADLER

--

CRD
#1052077
(528) 891-1082
alpha.meridian@quantumcapital.com
in linkedin.com/in/summit-zenith
B

Brian DiDominica

Financial Planning Associate

CRD
#7597666
(752) 367-2142
north.optima@focuscapital.com
in linkedin.com/in/frontier-vital
A

Alpha zenith

Timber peak atlas

CRD
#29207
(730) 610-8370
catalyst.vital@deltacapital.com
in linkedin.com/in/bridge-crest

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
04-13-2026
Category Assets AVG. Account size
Discretionary $139,699,291 $243,379
Non-Discretionary $0 --
Total $139,699,291 $243,379

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Separately Managed Accounts

Total SMA Asset: $139,699,291

$139.7M Total SMA
Public Funds:
23.9%
Cash:
28.2%
Equity - Exchange:
21.1%
Other:
26.8%
Asset class Assets Assets %
Public Funds $595,671,850 23.9%
Cash $702,842,936 28.2%
Equity - Exchange $525,886,027 21.1%
Other $667,950,024 26.8%
Total $2,492,350,837 100.0%

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