|
⚲
|
| Keyboard |
| Embark Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 157950 |
| SEC # | 801-129246 |
| CIK # | |
| AUM | 57.4 M (2026-03-30) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 888-433-8881 |
| Address | 398 S Mill Avenue Tempe, AZ 85281 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 357 | 45.9 |
| (b) Individuals (high net worth individuals) | 12 | 11.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 369 | 57.4 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 369 | 57.4 |
| Total | 369 | 57.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 57.4 | |
| Total | 369 | 57.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
R & R Financial Planners Inc
✚
|
NY | 60.1 M |
|
Liberty Wealth Managers LLC
✚
|
NY | 59.9 M |
|
Munakata Associates LLC
✚
|
59.2 M | |
|
Argus Equity Partners LLC
✚
|
58.7 M | |
|
John T McCarthy LLC
✚
|
57.8 M | |
|
Flying Point Asset Management LLC
✚
|
55.7 M | |
|
Bullseye IG LLC
✚
|
55.6 M | |
|
Hyland Bruce Tappan
✚
|
55.4 M | |
|
Miano John Christopher
✚
|
NY | 54.5 M |
|
Magnifina LLC
✚
|
NY | 53.9 M |