RIA Intel›Advisers›New Jersey›IMPELLIZERI, PAUL C

IMPELLIZERI, PAUL C

Advisory

NJ

Data as of Jan 13, 2026 · Source: SEC Form ADV

Average account

$176K

across 18 accounts

AUM per adviser

$3M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 13, 2026.

Total AUM

$3M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$3M

Discretionary AUM$3M

Non-Discretionary AUM$503K

Discretionary %84.1%

Total Clients19

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InNJ

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

19 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NJ

Closest by assets under management. All figures from Form ADV.

BLUEPRINT CAPITAL MANAGEMENT, LLC

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$3M

CLEARWATER INVESTMENT MANAGEMENT LLC

$3M

CONVICTION WEALTH MANAGEMENT LLC

$3M

MJL MANAGER LLC

$3M

KINVEST CAPITAL MANAGEMENT, INC.

$3M

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