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IMMACULATE WEALTH MANAGEMENT, LLC

MESA, AZ · CRD 167657 · IAPD ↗ · 480-776-3511

$140.8MRegulatory AUM
2Advisory reps
2Employees
2Clients
1-10Planning clients
0Private funds
3States
4Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
April 2025 — IMMACULATE WEALTH MANAGEMENT, LLC (MESA, AZ) is newly SEC-registered with $119.0M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.