IMMACULATE WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- MESA, Arizona
- CRD number
- 167657
- Registered since
- April 17, 2025
- Website
- www.immaculatewealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI67.19%
- Individuals31.98%
- Corporations / Businesses0.83%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Immaculate Wealth Management, LLC is an independent, SEC‑registered registered investment adviser formed as an LLC and registered in 2025. The firm serves both individual and family clients as well as institutional clients, offering financial planning and portfolio management for individuals and small businesses. Its fee arrangements include a percentage of assets under management along with hourly and fixed‑fee engagements. The firm identifies as non‑ESG focused, is not a multi‑state adviser, and does not operate as a capital allocator. The filing also lists an affiliation with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds66%
- Exchange Traded Equities27%
- Cash & Cash Equivalents7%
Contacts
2 of 2MARK RAUGUTH
Managing MemberCRD 1564114
Jonah Rauguth
Financial AdvisorCRD 6629493
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 14Active vs passive
$12.7M in ETFs
66%
$8.4M
34%
$4.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND (PYLD) | PIMCO | Active | Multisector Bond | $2.1M | 79,719 | 16.50% |
Location
MESA, AZ
MARICOPA
Location
MESA, AZ
Headquartered in MESA, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- MARICOPA
- Address
- 2500 S Power Rd
- Time zone
- MT (UTC-7)
- Office locations
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