AdvisorOS Directory
Claim Profile
Unclaimed Profile
GM

Gary James Milkwick

EMBARK WEALTH MANAGEMENT, LLC·TEMPE, Arizona
Series 7, Series 66PFSClean record10 years registeredEMBARK WEALTH MANAGEMENT, LLC
398 S MILL AVENUE, TEMPE, AZ 85281CRD# 5212005Firm CRD# 157950

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gary James Milkwick · TEMPE, AZ
Registration
CRD #5212005 · EMBARK WEALTH MANAGEMENT, LLC · 10 years registered
Brand Profile
Not yet started
01

Career History

EMBARK WEALTH MANAGEMENT, LLC
Jun 2016 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · June 30, 2016
Years registered · 10
Professional designation · PFS
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
EMBARK WEALTH MANAGEMENT, LLC
CRD 157950 · SEC 801-129246
AUM
$43M
Regulatory assets under management
Employees
3
402 client accounts
Services offered by EMBARK WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at EMBARK WEALTH MANAGEMENT, LLC →
Introduction

Speak with Gary

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Gary is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in TEMPE?

Browse all registered financial advisors in TEMPE, Arizona or claim this profile if it's yours.

Browse TEMPE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Gary James Milkwick offer?
Gary James Milkwick specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in TEMPE, Arizona for a consultation.
What are Gary James Milkwick's credentials?
Gary James Milkwick holds the following professional designations: PFS. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Gary James Milkwick located?
Gary James Milkwick is based in TEMPE, Arizona, working with EMBARK WEALTH MANAGEMENT, LLC. Their office serves clients in the TEMPE metropolitan area and surrounding communities.
How does Gary James Milkwick charge for services?
Gary James Milkwick's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EMBARK WEALTH MANAGEMENT, LLC?
EMBARK WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $43M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at EMBARK WEALTH MANAGEMENT, LLC

Timothy Wyatt Milkwick
TEMPE, AZ
CFP

More Advisors in TEMPE, Arizona

Adam Clark Harding
HARDING WEALTH, INC.·TEMPE, AZ
Cornelius Henry Van Zutphen
INTRINSIC WEALTH COUNSEL, INC.·TEMPE, AZ
Cornelius H. Van Zutphen
INTRINSIC WEALTH COUNSEL, INC.·TEMPE, AZ
Geoffrey Wayne White
CAPITAL STRATEGIES GROUP, LLC·TEMPE, AZ
Janette Monica Schwendeman
GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC·TEMPE, AZ
CFP
Aaron Clayton Matheny
CAPITAL STRATEGIES GROUP, LLC·TEMPE, AZ

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Arizona
SCOTTSDALE (281)PHOENIX (137)TUCSON (92)MESA (26)CHANDLER (16)PEORIA (14)PRESCOTT (9)YUMA (7)GILBERT (6)FLAGSTAFF (6)
City Guides
SCOTTSDALE GuidePHOENIX GuideTUCSON GuideMESA GuideCHANDLER Guide
Research
Advisor Fees in ArizonaNational Fee Analysis
Request removal of this profile