Overview
Assets Under Management: $141 million
Headquarters: MESA, AZ
High-Net-Worth Clients: 91
Average Client Assets: $1.0 million
Frequently Asked Questions
IMMACULATE WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #167657), IMMACULATE WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
IMMACULATE WEALTH MANAGEMENT, LLC is headquartered in MESA, AZ.
IMMACULATE WEALTH MANAGEMENT, LLC serves 91 high-net-worth clients according to their SEC filing dated March 02, 2026. View client details ↓
According to their SEC Form ADV, IMMACULATE WEALTH MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
IMMACULATE WEALTH MANAGEMENT, LLC manages $141 million in client assets according to their SEC filing dated March 02, 2026.
According to their SEC Form ADV, IMMACULATE WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 91
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.19%
Average Client Assets: $1.0 million
Total Client Accounts: 796
Discretionary Accounts: 796
Regulatory Filings
CRD Number: 167657
Filing ID: 2042652
Last Filing Date: 2026-03-02 07:52:12