Embark Wealth Management, LLC
Embark Wealth Management, LLC is an SEC-registered mass-market adviser in Tempe, AZ with $57.4M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Embark Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 157950, SEC 801-129246, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $57.4M (2026-03-30)
- Firm type
- Mass-Market Adviser
- Location
- Tempe, AZ
- Employees
- 3
- Clients
- 369
- CRD
- 157950
- Ownership
- MILKWICK, GARY, JAMES; MILKWICK, TIMOTHY, WYATT; SAVAGE, MICHAEL, MONAHAN
How much AUM does Embark Wealth Management, LLC have?
Embark Wealth Management, LLC reported $57.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Embark Wealth Management, LLC?
Disclosed owners and executives of Embark Wealth Management, LLC include MILKWICK, GARY, JAMES, MILKWICK, TIMOTHY, WYATT, SAVAGE, MICHAEL, MONAHAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.