Embark Wealth Management, LLC

Embark Wealth Management, LLC (CRD# 157950) is a financial advisory firm headquartered in New York, NY. They manage $12,426,807 in 188 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    188
    ACCOUNTS
  • Average Account Value
    $66,100
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.

CA, NJ, NY, TX

Financial Advisors at Embark Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Gary J. Milkwick
CRD#: 5212005
366 Madison Avenue, 10th Floor, New York, NY 10017
90
Wealthminder
score

Gary Milkwick (CRD# 5212005) is an Investment Advisor Representative working at Embark Wealth Management, LLC in New York, NY and has over 6 years of experience in the finance industry.

2
Christopher T. Chou
CRD#: 1732332
366 Madison Avenue, 10th Floor, New York, NY 10017
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 29 years of experience in the finance industry.

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