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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Embark Wealth Management LLC
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| CRD # | 157950 |
| SEC # | 801-129246 |
| CIK # | |
| AUM | $51.8 M (2025-03-28) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 888-433-8881 |
| Address | 398 S Mill Avenue Tempe, AZ 85281 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 375 | 42.0 |
| (b) Individuals (high net worth individuals) | 13 | 9.8 |
| (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 | 388 | 51.8 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 388 | 51.8 |
| Total | 388 | 51.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 51.8 | |
| Total | 388 | 51.8 |
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|---|---|---|
|
Magnifina LLC
✚
|
NY | 0.1 |
|
Argus Equity Partners LLC
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0.1 | |
|
Seraphim Capital Management LLC
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0.1 | |
|
Evestia LLC
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|
0.1 | |
|
Myra Advisors LLC
✚
|
0.1 | |
|
Flying Point Asset Management LLC
✚
|
0.1 | |
|
Anchor Capital Management LLC
✚
|
NY | 0.1 |
|
Miano John Christopher
✚
|
NY | 0.1 |
|
DV Capital Management LLC
✚
|
0.1 | |
|
Stewardship Financial Services Inc
✚
|
NY | 0.0 |