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Building 2IMMACULATE WEALTH MANAGEMENT, LLC

Map pinMESA, AZ
Phone480-776-3511
NotebookSEC #801-132448
Total AUM
$140.8M
Employees
2
Clients
576

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2500 S. POWER ROAD
SUITE 111
MESA
AZ 85209
United States
Operating Hours
8:00 A.M. - 4:30 P.M.
Monday - Friday
Phone
480-776-3511

ReceiptFinancials

Total AUM
$140.8M
Accounts
796
Discretionary
$140.8M
Accounts
796
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
483
AUM
$45M
HNW Individual Clients
91
AUM
$94.6M
Corporation or Business Clients
2
AUM
$1.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator Violation FindingSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
AZCATX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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