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IMMACULATE WEALTH MANAGEMENT, LLC
CRD 167657File 801-132448
APPROVED
Retail clients
Disclosure events
Filing as of Mar 2, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$140.8M
Bottom 25% of cohort (national)
Discretionary AUM
$140.8M
Clients
576
796 accounts
Employees
2
Bottom 25% of cohort in AZ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Apr 17, 2025
- Principal office
- 2500 S. POWER ROAD, SUITE 111, MESA, AZ, 85209
- Phone
- 480-776-3511
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $140.8M
- Discretionary AUM
- $140.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 796
- Non-discretionary accounts
- 0
- Total accounts
- 796
- AUM per client
- $244K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 2 | $1.2M |
| High net worth individuals | 91 | $94.6M |
| Individuals (other than high net worth individuals) | 483 | $45.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D2
- Q11D5
- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.