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| Keyboard |
| Immaculate Wealth Management LLC
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|---|---|
| CRD # | 167657 |
| SEC # | 801-132448 |
| CIK # | 0002089761 |
| AUM | 140.8 M (2026-03-02) |
| Employees | 2 (100% Investors, 100% Brokers) |
| Phone | 480-776-3511 |
| Address | 2500 S Power Road Mesa, AZ 85209 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 483 | 45.0 |
| (b) Individuals (high net worth individuals) | 91 | 94.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 1.2 |
| (n) Other | 0 | 0.0 |
| Total | 796 | 140.8 |
| By Discretionary | ||
| Discretionary | 796 | 140.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 796 | 140.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 140.6 | |
| Total | 796 | 140.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002089761] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 2 (1 non-US) |
| Serves | Retail |
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|---|---|---|
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Fortune Financial Group Inc
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|
Clear Sky Financial LP
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|
Olive Branch Capital LLC
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|
Agman Capital LLC
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