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).
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Total Assets Under Management43MILLION
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Total Number of Accounts402ACCOUNTS
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Average Account Value$107,728
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, FL, GA, IL, MD, MN, MO, NC, NJ, NY, PA, TN, TX, VA
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.
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.
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.