Immaculate Wealth Management, LLC
Immaculate Wealth Management, LLC is an SEC-registered mass-market adviser in Mesa, AZ with $140.8M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Immaculate Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 167657, SEC 801-132448, data through 2026-03-02.
- AUM (assets under management / regulatory AUM)
- $140.8M (2026-03-02)
- Firm type
- Mass-Market Adviser
- Location
- Mesa, AZ
- Employees
- 2
- Clients
- 576
- CRD
- 167657
- Ownership
- RAUGUTH, MARK, EDWARD
How much AUM does Immaculate Wealth Management, LLC have?
Immaculate Wealth Management, LLC reported $140.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-02).
Who owns Immaculate Wealth Management, LLC?
Disclosed owners and executives of Immaculate Wealth Management, LLC include RAUGUTH, MARK, EDWARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.