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IMMACULATE WEALTH MANAGEMENT, LLC
CRD 167657 · SEC 801-132448
2500 S. POWER ROAD, SUITE 111, MESA, AZ, 85209, United States
Phone
480-776-3511
Fax
480-776-3560
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$140.8M
Discretionary AUM
$140.8M
Team
2 total employees; 2 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 483 | $45.0M |
| High net worth individuals | 91 | $94.6M |
| Corporations/business entities | 2 | $1.2M |
States served
AZ, CA, TX
All web addresses on file
Official SEC filing: View on IAPD