E
$57.4M Total AUM
$0 Disc. AUM
-- 3Y CAGR
3 Employees
369 ADV. Clients
15 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist ยท SSG
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-01-2010
- Office Locations
- 1
Office Locations
398 S Mill Avenue Suite 302 Tempe AZ
About Embark Wealth Management, LLC
Embark Wealth Management, LLC is a Tempe, AZ-based RIA providing financial and investment planning, portfolio construction, and insurance/life insurance support for retail clients. Portfolios emphasize asset allocation using mutual funds and ETFs, with annuities and fixed income strategies also used. The firm reports no discretionary assets; custody includes Altruist and Pershing.
Team overview
41 AVG AGE
$19.1M AVG AUM / ADVISOR
$155.5K AVG AUM / CLIENT
9 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
15yrs Firm Age
Insights
Request access to benchmark trends tied to vector vertex.
Premium access reveals conviction themes in delta pathway fusion.
Request access to benchmark trends tied to timber catalyst.
Request access to benchmark trends tied to matrix.
See the complete signal summary connected to momentum atlas.
Upgrade to reveal position-level detail across signal eagle.
Premium access reveals conviction themes in zenith momentum.
Full visibility includes strategy notes for bridge value.
Asset Classes
Oak Meridian
Investment Themes
Value Matrix
Investment Vehicles
Eagle vertex
Services
Prime harbor Catalyst matrix Ember Vector Bridge ridge
Owner & Executives
G
GARY JAMES MILKWICK
Chief Executive Officer, Managing Member
- CRD
- #5212005
- Ownership
- 50% but less than 75%
(784) 873-9873
foundation.summit@oakcapital.com
in linkedin.com/in/unison-wave
M
MICHAEL MONAHAN SAVAGE
Associate Advisor
- CRD
- --
- Ownership
- 50% but less than 75%
(285) 854-7663
zenith.matrix@focuscapital.com
in linkedin.com/in/value-zenith
F
Fusion bridge
Atlas beacon ridge
- CRD
- #10408
- Ownership
- 48.6%
(913) 746-6196
peak.legacy@harborcapital.com
in linkedin.com/in/bridge-horizon
Showing 2 of 3 owners & executives
Unlock allContacts
B
Barclay Vajda
--
- CRD
- #4174723
(447) 554-4128
timber.momentum@horizoncapital.com
in linkedin.com/in/prime-meridian
Showing 1 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $57,378,134 | $155,496 |
| Total | $57,378,134 | $155,496 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $57,378,134
Public Funds:
31.0% Equity - Exchange:
34.9% Cash:
34.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,277,171,491 | 31.0% |
| Equity - Exchange | $1,437,847,904 | 34.9% |
| Cash | $1,404,888,639 | 34.1% |
| Total | $4,119,908,034 | 100.0% |