PPrivate Fund Data Log in Join · $37/mo

Immaculate Wealth Management, LLC

● SEC registered since 2025CRD 167657SEC# 801-132448Mesa, AZ
Export (members)
Reg. AUM
$119M
Employees
2
Accounts
740
Location
Mesa, AZ

Immaculate Wealth Management, LLC assets under management

Immaculate Wealth Management, LLC is an investment advisory firm registered with the SEC based in Mesa, AZ. The firm has been registered since 2025. It reports $119 million in regulatory assets under management and employs 2 people.

Immaculate Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Mark Edward Rauguth ControlManaging Member/Chief Compliance OfficerOver 75%2013

Frequently asked questions

How much does Immaculate Wealth Management, LLC manage?

Immaculate Wealth Management, LLC reports $119 million in regulatory assets under management on its Form ADV.

How many employees does Immaculate Wealth Management, LLC have?

Immaculate Wealth Management, LLC reports 2 employees.

Where is Immaculate Wealth Management, LLC located?

Immaculate Wealth Management, LLC is based in Mesa, AZ and has been SEC-registered since 2025.

Does Immaculate Wealth Management, LLC disclose fund performance?

Immaculate Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2500 S. Power Road, Suite 111, Mesa, AZ 85209
Phone480-776-3511
Fax480-776-3560
Office hours8:00 a.m. - 4:30 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyYes

Assets under management

Discretionary$119M
Non-discretionary$0
Total (RAUM)$119M