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IMMACULATE WEALTH MANAGEMENT, LLC

A65
CRD 167657·SEC 801-132448·MESA, AZ
AUM
$140.8M
$100M-$500M
Est. Revenue
$1.4M
@ 1% on AUM
Est. EBITDA
$422K
@ 30% margin
Est. Deal Value
$3.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
IMMACULATE WEALTH MANAGEMENT, LLC
CRD
167657
SEC file #
801-132448
EIN
—
DBA names
—

Economics

AUM
$140.8M
AUM band
$100M-$500M
AUM trajectory
'25'26
$119.0M → $140.8M▲ +18%
Client mix
Individuals Other483
Individuals High Net Worth91
Corporations2

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
MESA AZ
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/02/2026
ADV-W filed at
—
Website
linkedin.com/in/jonah-rauguth-6478b3b6(social)

Compliance

Disclosures (firm)
4
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
RAUGUTH, MARK, EDWARD
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
RAUGUTH, MARK, EDWARD
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:immaculate.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
2
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
1564114
Trust Company Affiliate
No

People (2)

2
RAUGUTH, MARK, EDWARD
IAR · Direct Owner · 87.5%
1564114
Jonah Adam Rauguth
IAR
6629493