Immaculate Wealth Management, LLC
Immaculate Wealth Management, LLC (CRD# 167657) is a financial advisory firm headquartered in Mesa, AZ. They manage $105,608,773 in 702 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Immaculate Wealth Management, LLC
By the Numbers
-
Total Assets Under Management106MILLION
-
Total Number of Accounts702ACCOUNTS
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Average Account Value$150,440
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, TX
Financial Advisors at Immaculate Wealth Management, LLC
1
Mark Rauguth (CRD# 1564114) is an Investment Advisor Representative working at Immaculate Wealth Management, LLC in Mesa, AZ and has over 37 years of experience in the finance industry.
2
Jonah Rauguth (CRD# 6629493) is an Investment Advisor Representative working at Immaculate Wealth Management, LLC in Mesa, AZ and has over 4 years of experience in the finance industry.
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