Jonah Adam Rauguth
Investment adviser representative at Immaculate Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$140.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Independent Insurance AgentFeb 2021 to now
- Immaculate Wealth Management, LLCMay 2019 to now
- Gradient Securities, LLCOct 2018 to now
- Precision Investments IncJul 2018 to Feb 2021
- Immaculate Wealth Management, Llc/precision Investments IncMay 2018 to May 2019
- Benedictine University At MesaAug 2016 to May 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Immaculate Wealth Management, LLC
$140.8MAssets managed
576Clients
2Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6629493
- Firm CRD
- 167657