Imperity Wealth Alliance LLC

• A percentage of assets under your management
• Hourly charges
• Fixed fees (other than subscription fees)
• Commissions

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

The brochure lists different fees for different services or strategies; see the brochure for them.

Hourly rate: $500 an hour (Wealth Management Consulting)

Flat fee: $300 (discretionary investment management services)

As stated in the firm's Form ADV Part 2A brochure dated July 30, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

$139,699,291 as of October 2026, filing dated July 30, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Pension consulting services
• Selection of other advisers (including private fund managers)

Also doing business as

COMPREHENSIVE FINANCIAL PARTNERS, HUNT FINANCIAL SOLUTIONS, IMPERITY ADVISORS, RZB WEALTH MANAGEMENT, LLC, SOUNDVIEW FINANCIAL MANAGEMENT GROUP, LLC

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2025 (0 years)

Employees

Total: 14. Performing investment advisory functions: 10.

Wrap fee program participation

Yes.

Custodians (Schedule D, Section 5.K(3))

National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)

1 other office, as of the August 2026 filing

New York, NY

States registered or notice-filed

16 states or jurisdictions

CACTFLGAILLAMAMDNCNHNJNYPASCTXVA

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

1. August 2026
   • No longer lists an office in Melville, NY.
2. May 2026
   • No longer lists the business name Steffens Financial Corp.
   • Employees performing advisory functions went from 14 to 10.
   • No longer lists an office in Byram Township, NJ.
3. March 2026
   • No longer lists the business name ACS Advisory LLC.
4. January 2026
   • Newly registered with the SEC.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.