Immaculate Wealth Management, LLC

RIASEC RegisteredEst. 2025

Total AUM

$141M

Discretionary

$141M

100% of AUM

Avg account

$177K

Accounts

796

Employees

Advisory reps

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

FINTRX

Overview

Immaculate Wealth Management, LLC is an independent, SEC‑registered RIA organized as an LLC and owned by an individual. The firm targets both individual and family clients as well as institutional relationships, and its advisory services center on financial planning and portfolio management for individuals and small businesses. Compensation is flexible: the firm charges a percentage of assets under management and also uses hourly and fixed‑fee arrangements. The adviser is not positioned as a capital allocator and is not an active ESG investor. It lists an insurance company among its industry affiliations. The SEC registration year on file is 2025 and the firm reports not operating as a multi‑state adviser or pension consultant.