Embark Wealth Management, LLC

Embark Wealth Management, LLC (CRD# 157950) is a financial advisory firm headquartered in Tempe, AZ. They manage $43,306,543 in 402 accounts and serve the financial needs of clients across 15 states (or territories).

Current Firm Details
398 S Mill Avenue, Suite 302, Tempe, AZ 85281
http://www.embarkwealth.com
By the Numbers
  • Total Assets Under Management
    43
    MILLION
  • Total Number of Accounts
    402
    ACCOUNTS
  • Average Account Value
    $107,728
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, GA, IL, MD, MN, MO, NC, NJ, NY, PA, TN, TX, VA

Financial Advisors at Embark Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Gary Milkwick, financial advisor Tempe AZ
Gary J. Milkwick
CRD#: 5212005
398 S Mill Avenue, Suite 302, Tempe, AZ 85281

Gary Milkwick (CRD# 5212005) is an Investment Advisor Representative working at Embark Wealth Management, LLC in Tempe, AZ and has over 13 years of experience in the finance industry.

2
Timothy Milkwick, financial advisor Tempe AZ
Timothy W. Milkwick
CRD#: 5137849
398 S Mill Avenue, Suite 302, Tempe, AZ 85281

Timothy Milkwick (CRD# 5137849) is an Investment Advisor Representative working at Embark Wealth Management, LLC in Tempe, AZ and has over 17 years of experience in the finance industry.

3
Barclay Vajda, financial advisor Tempe AZ
Barclay Vajda
CRD#: 4174723
398 S Mill Avenue, Suite 302, Tempe, AZ 85281

Barclay Vajda (CRD# 4174723) is an Investment Advisor Representative working at Embark Wealth Management, LLC in Tempe, AZ and has over 23 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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