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IMPERITY WEALTH ALLIANCE LLC

MELVILLE, NY · CRD 339113 · IAPD ↗ · huntfinancialsolutions.com · 800-203-2702

$139.7MRegulatory AUM
10Advisory reps
14Employees
0Clients
0Planning clients
0Private funds
16States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
May 2026 — IMPERITY WEALTH ALLIANCE LLC shrank from 14 to 10 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
60
May 2026 — IMPERITY WEALTH ALLIANCE LLC began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
65
May 2026 — IMPERITY WEALTH ALLIANCE LLC now reports custody of client assets ($6.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
May 2026 — IMPERITY WEALTH ALLIANCE LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
25
March 2026 — IMPERITY WEALTH ALLIANCE LLC changed its website from acsadvisory.com to huntfinancialsolutions.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
95
January 2026 — IMPERITY WEALTH ALLIANCE LLC (MELVILLE, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 14 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.