Immaculate Wealth Management, LLC
● SEC registered since 2025CRD 167657SEC# 801-132448Mesa, AZ
Reg. AUM
$156.7M
Employees
6
Accounts
865
Location
Mesa, AZ
Immaculate Wealth Management, LLC assets under management
Immaculate Wealth Management, LLC is an investment advisory firm registered with the SEC based in Mesa, AZ. The firm has been registered since 2025. It reports $156.7 million in regulatory assets under management and employs 6 people.
Immaculate Wealth Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jonah Adam Rauguth Control | Managing Member | 25-50% | 2026 |
| Mark Edward Rauguth Control | Managing Member/Chief Compliance Officer | 50-75% | 2013 |
| Tristan Joseph Rauguth | Managing Member | 5-10% | 2026 |
Frequently asked questions
How much does Immaculate Wealth Management, LLC manage?
Immaculate Wealth Management, LLC reports $156.7 million in regulatory assets under management on its Form ADV.
How many employees does Immaculate Wealth Management, LLC have?
Immaculate Wealth Management, LLC reports 6 employees.
Where is Immaculate Wealth Management, LLC located?
Immaculate Wealth Management, LLC is based in Mesa, AZ and has been SEC-registered since 2025.
Does Immaculate Wealth Management, LLC disclose fund performance?
Immaculate Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2500 S. Power Road, Suite 111, Mesa, AZ 85209 |
| Phone | 480-776-3511 |
| Fax | 480-776-3560 |
| Office hours | 8:00 a.m. - 4:30 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$156.7M▲ 32%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,389 advisers
EmployeesTop 56%
More than 44% of 16,799 advisers
Assets under management
$156.7Mregulatory AUM
Discretionary $156.7M