Jonah
Rauguth

Immaculate Wealth Management, LLC

CRD#6629493
Investment Advisor
in Mesa, AZ

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About this Advisor

Jonah Rauguth is a financial advisor based in Mesa, Arizona, working with Immaculate Wealth Management, LLC. Jonah has previously held positions at Immaculate Wealth Management, LLC/Precision Investments Inc, Benedictine University At Mesa, Chandler Gilbert Community College, Gradient Securities, LLC, Immaculate Wealth Management, LLC, Precision Investments Inc, and as an Independent Insurance Agent. Jonah has passed the Series 66 regulatory exam and is registered to provide services in Arizona. Currently, Jonah is part of Immaculate Wealth Management, LLC, which operates out of Mesa, Arizona. The firm has 2 employees and manages assets totaling $119.0 million. The firm serves high-net-worth clients and offers services such as financial planning services and portfolio management for individuals and small businesses. The fee structure at Immaculate Wealth Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2500 S. Power Road Suite 111
Mesa, AZ 85209

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Immaculate Wealth Management, LLC Brokerage Details

Total Assets Under Management

$118,970,810

AZ Average: $1,555,372,352
Total Number of Employees

2

AZ Average: 37
Total Number of Accounts

740

AZ Average: 1,370
Average Account Size

$160,771

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Jonah Rauguth Work History

2021 - Present (4 years)

Independent Insurance Agent

2019 - Present (6 years)

Immaculate Wealth Management, LLC

2018 - Present (7 years)

Gradient Securities, LLC

2018 - 2019 (1 year)

Immaculate Wealth Management, LLC/Precision Investments Inc

2018 - 2021 (3 years)

Precision Investments Inc

2016 - 2018 (2 years)

Benedictine University At Mesa

2015 - 2016 (1 year)

Chandler Gilbert Community College

Disclosures

Please visit the SEC profile of Jonah Rauguth to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Immaculate Wealth Management, LLC

Jonah Rauguth
Mesa, AZ
Mark Rauguth
Mesa, AZ

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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