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EMBARK WEALTH MANAGEMENT, LLC
CRD 157950 · SEC 801-129246
398 S MILL AVENUE, SUITE 302, TEMPE, AZ, 85281, United States
Phone
(888) 433-8881
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$57.4M
Discretionary AUM
$0
Team
3 total employees; 3 advisory reps
Clients
11-25
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 357 | $45.9M |
| High net worth individuals | 12 | $11.4M |
States served
AZ, CA, GA, IL, MD, MN, NJ, NY, NC, PA, TN, VA, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD