Immaculate Wealth Management, LLC

Immaculate Wealth Management, LLC (CRD# 167657) is a financial advisory firm headquartered in Mesa, AZ. They manage $53,011,297 in 527 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    53
    MILLION
  • Total Number of Accounts
    527
    ACCOUNTS
  • Average Account Value
    $100,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, TX

Financial Advisors at Immaculate Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Mark E. Rauguth
CRD#: 1564114
2500 S. Power Road, Suite 111, Mesa, AZ 85209
51
Wealthminder
score

Mark Rauguth (CRD# 1564114) is an Investment Advisor Representative working at Immaculate Wealth Management, LLC in Mesa, AZ and has over 31 years of experience in the finance industry. Mark Rauguth has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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