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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Arizona
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 22, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| RAUGUTH, MARK, EDWARD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| RAUGUTH, MARK, EDWARD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| RAUGUTH, MARK, EDWARD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Apr 22, 2025 REGISTERED
Notice Filings (3)
AZ CA TX
Address
2500 S. POWER ROADSUITE 111
MESA, AZ 85209
United States
Phone: 480-776-3511