EMBARK WEALTH MANAGEMENT, LLC
CRD #157950 SEC #801-129246 TEMPE, AZ (888) 433-8881
SEC Registered
Total AUM
$51.8M
Discretionary
$0
Employees
3
Clients
25
Accounts
388
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MILKWICK, TIMOTHY, WYATT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MILKWICK, TIMOTHY, WYATT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MILKWICK, TIMOTHY, WYATT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MILKWICK, TIMOTHY, WYATT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MILKWICK, TIMOTHY, WYATT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MILKWICK, GARY, JAMES | I | MANAGING MEMBER | D | Control |
| MILKWICK, GARY, JAMES | I | MANAGING MEMBER | D | Control |
| MILKWICK, GARY, JAMES | I | MANAGING MEMBER | D | Control |
| MILKWICK, GARY, JAMES | I | MANAGING MEMBER | D | Control |
| MILKWICK, GARY, JAMES | I | MANAGING MEMBER | D | Control |
| SAVAGE, MICHAEL, MONAHAN | I | SILENT OWNER | D | |
| SAVAGE, MICHAEL, MONAHAN | I | SILENT OWNER | D | |
| SAVAGE, MICHAEL, MONAHAN | I | SILENT OWNER | D | |
| SAVAGE, MICHAEL, MONAHAN | I | SILENT OWNER | D | |
| SAVAGE, MICHAEL, MONAHAN | I | SILENT OWNER | D |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (15)
AZ CA FL GA IL MD MN MO NC NJ NY PA TN TX VA
Address
398 S MILL AVENUESUITE 302
TEMPE, AZ 85281
United States
Phone: (888) 433-8881