Immaculate Wealth Management, LLC
Firm details
- Headquarters
- Mesa, Arizona
- CRD number
- 167657
- Registered since
- April 17, 2025
- Website
- www.immaculatewealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI67.19%
- Individuals31.98%
- Corporations / Businesses0.83%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Immaculate Wealth Management, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm is SEC-registered (registration year 2025) and works with both individual/family and institutional clients. Its advisory services are focused on financial planning and portfolio management for individuals and small businesses. Compensation arrangements include percentage-of-AUM fees as well as hourly and fixed-fee engagements. The firm reports an affiliation with an insurance company, does not characterize itself as an active ESG investor, and is not designated as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds66%
- Exchange Traded Equities27%
- Cash & Cash Equivalents7%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 15Active vs passive
$14.8M in ETFs
66%
$9.7M
28%
$5.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND (PYLD) | PIMCO | Active | Multisector Bond | $2.1M | 78,031 | 14.01% |
Location
Mesa, AZ
Maricopa
Location
Mesa, AZ
Headquartered in Mesa, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- Maricopa
- Address
- 2500 S Power Rd
- Time zone
- MT (UTC-7)
- Office locations
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