Embark Wealth Management, LLC

Embark Wealth Management, LLC (CRD# 157950) is a financial advisory firm headquartered in New York, NY. They manage $16,593,155 in 215 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    215
    ACCOUNTS
  • Average Account Value
    $77,177
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, FL, MD, NJ, NY, PA, TX, VA

Financial Advisors at Embark Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Gary J. Milkwick
CRD#: 5212005
260 Madison Avenue, Suite 1001, New York, NY 10016
93
Wealthminder
score

Gary Milkwick (CRD# 5212005) is an Investment Advisor Representative working at Embark Wealth Management, LLC in New York, NY and has over 7 years of experience in the finance industry.

2
Christopher T. Chou
CRD#: 1732332
260 Madison Avenue, Suite 1001, New York, NY 10016
58
Wealthminder
score

Christopher Chou (CRD# 1732332) is an Investment Advisor Representative working at Embark Wealth Management, LLC in New York, NY and has over 30 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.