I
CRD: 167657
Immaculate Wealth Management, LLC
Mesa, AZ, 85209
4807763511
$140.8M Total AUM
$140.8M Disc. AUM
-- 3Y CAGR
2 Employees
578 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-08-2013
- Office Locations
- 1
Office Locations
2500 S. Power Road Suite 111 Mesa AZ
About Immaculate Wealth Management, LLC
Immaculate Wealth Management, LLC is a Mesa-based RIA. The firm has been operating for 13 years. Managing $140.8M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
42 AVG AGE
$70.4M AVG AUM / ADVISOR
$243.6K AVG AUM / CLIENT
10.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Timber summit Prime Beacon
Client Personas
Pathway
Investment Themes
Foundation beacon Prime timber Harbor ridge
Investment Vehicles
Peak value
Services
Ember Glacier quantum Zenith prime Capital North horizon Bridge Capital harbor
Owner & Executives
MARK EDWARD RAUGUTH
Chief Compliance Officer, Managing Member
- CRD
- #1564114
- Ownership
- 75% or more
(789) 862-5989
optima.prime@wavecapital.com
in linkedin.com/in/north-harbor
Showing 1 of 1 owners & executives
Unlock allContacts
Jonah Adam Rauguth
Financial Advisor
- CRD
- #6629493
(970) 628-9717
oak.delta@catalystcapital.com
in linkedin.com/in/vector-quantum
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $140,823,690 | $176,914 |
| Non-Discretionary | $0 | -- |
| Total | $140,823,690 | $176,914 |
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Separately Managed Accounts
Total SMA Asset: $140,823,690
Public Funds:
21.4% Equity - Exchange:
38.4% Cash:
40.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,249,416,451 | 21.4% |
| Equity - Exchange | $2,241,943,538 | 38.4% |
| Cash | $2,347,034,641 | 40.2% |
| Total | $5,838,394,630 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| UNISON INSIGHT | ALPHA MATRIX | HGH0PDHDE | FLC | 3.50% | $107,243,938 |
| SIGNAL ALPHA | ATLAS FRONTIER | RI6LK4YT5 | YXC | 1.79% | $1,735,696 |
| SUMMIT PIONEER LEGACY | SIGNAL GLACIER | JI94VWX0W | YXW | 3.47% | $104,249,642 |
| PEAK SIGNAL | BEACON VERTEX | LRYD61RSY | PJUNO | 3.24% | $2,466,273 |
| FUSION SIGNAL | MERIDIAN EAGLE | TY99J44X5 | XGR | 6.42% | $90,972,584 |
| HORIZON DELTA | HORIZON FRONTIER | 0K8GAMV9L | RMFQC | 9.56% | $106,011,414 |
| CATALYST CREST | GLACIER NORTH | QXU1QZTF3 | GZBN | 1.94% | $2,604,628 |
| SIGNAL VALUE | BRIDGE HORIZON | V8H14K6ZW | IXCNW | 6.30% | $97,749,369 |