| Name | Title | Ownership | Since |
|---|---|---|---|
| Gary James Milkwick Control | Managing Member | 50-75% | 2010 |
| Michael Monahan Savage | Silent Owner | 50-75% | 2010 |
| Timothy Wyatt Milkwick Control | Chief Compliance Officer | Under 5% | 2023 |
Embark Wealth Management, LLC reports $51.8 million in regulatory assets under management on its Form ADV.
Embark Wealth Management, LLC reports 3 employees.
Embark Wealth Management, LLC is based in Tempe, AZ and has been SEC-registered since 2024.
Embark Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 398 S Mill Avenue, Suite 302, Tempe, AZ 85281 |
| Phone | (888) 433-8881 |
| Office hours | 9:00 a.m. - 7:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | — |
| Non-discretionary | $51.8M |
| Total (RAUM) | $51.8M |