EMBARK WEALTH MANAGEMENT, LLC

TEMPE, Arizona·3 registered advisors·CRD# 157950
SEC# 801-1292460(888) 433-8881
01

Firm Overview

AUM
$43M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementFee-Only Advisory
04

Advisors at EMBARK WEALTH MANAGEMENT, LLC

3 registered advisors
Gary James Milkwick
TEMPE, Arizona
Michael Monahan Savage
TEMPE, Arizona
Timothy Wyatt Milkwick
TEMPE, Arizona
05

Office Locations

TEMPE, Arizona
3 advisors

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Data sourced from SEC Form ADV filings. EMBARK WEALTH MANAGEMENT, LLC (CRD# 157950) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.