IMMACULATE WEALTH MANAGEMENT, LLC
CRD #167657 SEC #801-132448 MESA, AZ 480-776-3511
SEC Registered
Total AUM
$119M
Discretionary
$119M
Employees
2
Clients
25
Accounts
740
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $119M | $119M | $0 | 2 | 2 |
| Apr 2025 | $119M | $119M | $0 | 2 | 2 |
| Mar 2025 | $119M | $119M | $0 | 2 | 2 |
DateApr 2025
Total AUM$119M
Discretionary$119M
Non-Disc.$0
Employees2
Clients2
DateApr 2025
Total AUM$119M
Discretionary$119M
Non-Disc.$0
Employees2
Clients2
DateMar 2025
Total AUM$119M
Discretionary$119M
Non-Disc.$0
Employees2
Clients2