Imperity Wealth Alliance LLC: new SEC registration, $140M AUM, Melville, NY
Imperity Wealth Alliance LLC (Melville, New York): new SEC registration, $140M AUM, Melville, NY. Its amount of 140 is above the median of 134 (53rd percentile). Dated 323 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 140 · 53th percentile of 1,149 NewRiaPulse records · 1.0x the median
Free preview: all 11 published fields of this record are shown below. Locked: 177 related NY NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Imperity Wealth Alliance LLC |
| Legal name | Imperity Wealth Alliance LLC |
| CRD | 339113 |
| Status | Approved |
| Registered with the SEC | 2025-12-16 |
| Latest Form ADV filing | 2026-07-30 |
| Location | Melville, NY, United States |
| Regulatory AUM | $139,699,291 |
| Accounts | 574 |
| Employees | 14 |
| Website | https://www.huntfinancialsolutions.com/ |
| amount percentile | 53th of 1,149 (median 134, 1.0x median) |
| Peer records CSV (178 NY records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2025-12-16
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Imperity Wealth Alliance LLC and 178 New York peers
- New York NewRiaPulse records like this one: 178
- Imperity Wealth Alliance LLC's amount: 53rd percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every New York peer: $35,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $140M under management.
- Website on file.
What is the NewRiaPulse record for Imperity Wealth Alliance LLC in Melville, New York?
Imperity Wealth Alliance LLC received SEC registration as an investment adviser (2025-12-16) with $139,699,291 in regulatory assets under management, based in Melville, NY.
How does Imperity Wealth Alliance LLC compare to other New York NewRiaPulse records?
Its amount of 140 sits in the upper half (53th percentile) of 1,149 records; the median is 134. It is 323 days old; check the official source for later updates before acting.
Imperity Wealth Alliance LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Imperity Wealth Alliance LLC | Melville, NY | 140 | 53rd | 2025-12-16 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
Related records
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- Crafted Finance, LLC
- Leonard Advisory Group LLC
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.