Embark Wealth Management, LLC
● SEC registered since 2024CRD 157950SEC# 801-129246Tempe, AZ
Reg. AUM
$57.4M
Employees
3
Accounts
369
Location
Tempe, AZ
Embark Wealth Management, LLC assets under management
Embark Wealth Management, LLC operates as an SEC-registered investment adviser based in Tempe, AZ. The firm has been registered since 2024. It reports $57.4 million in regulatory assets under management and employs 3 people.
Embark Wealth Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gary James Milkwick Control | Managing Member | 50-75% | 2010 |
| Michael Monahan Savage | Silent Owner | 50-75% | 2010 |
| Timothy Wyatt Milkwick Control | Chief Compliance Officer | Under 5% | 2023 |
Frequently asked questions
How much does Embark Wealth Management, LLC manage?
Embark Wealth Management, LLC reports $57.4 million in regulatory assets under management on its Form ADV.
How many employees does Embark Wealth Management, LLC have?
Embark Wealth Management, LLC reports 3 employees.
Where is Embark Wealth Management, LLC located?
Embark Wealth Management, LLC is based in Tempe, AZ and has been SEC-registered since 2024.
Does Embark Wealth Management, LLC disclose fund performance?
Embark Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 398 S Mill Avenue, Suite 302, Tempe, AZ 85281 |
| Phone | (888) 433-8881 |
| Office hours | 9:00 a.m. - 7:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$57.4M▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 96%
Larger than 4% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$57.4Mregulatory AUM
Discretionary $0Non-discretionary $57.4M