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
10.4 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
15yrs Firm Age
Insights
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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 |
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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% |