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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM under $100M

EMBARK WEALTH MANAGEMENT, LLC

CRD 157950

TEMPE, AZ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9e6bf5d9-9896-fa8f-9c5b-b02c1fd12a8b

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Nov 21, 2023 to Mar 30, 2026
6 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $57.4MItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $57.4MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $19.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 369
Individual clients: 357
High net worth clients: 12
SEC number: 801-129246
CRD: 157950
Filings on the tape: 6
First filed: Nov 21, 2023
Latest filed: Mar 30, 2026
Organised: Limited Liability Company, DE
Website: embarkwealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
GARY JAMES MILKWICK	Personal Financial Specialist	TEMPE, AZ	10	16	n/a	no
TIMOTHY MILKWICK	Certified Financial Planner	TEMPE, AZ	6	20	2	no
Barclay Vajda	n/a	TEMPE, AZ	4	25	3	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MILKWICK, GARY, JAMES	MANAGING MEMBER	D	yes	12/2010	Nov 21, 2023	Sep 26, 2024
MILKWICK, TIMOTHY, WYATT	CHIEF COMPLIANCE OFFICER	Na	yes	05/2023	Nov 21, 2023	Sep 26, 2024
SAVAGE, MICHAEL, MONAHAN	SILENT OWNER	D	no	12/2010	Nov 21, 2023	Sep 26, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
ACCOUNTING FULFILLMENT SERVICES, LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 30, 2026	$57.4M	$0	3	3	n/a	n/a
2024	Mar 28, 2025	$51.8M	$0	3	3	n/a	n/a
2023	Mar 29, 2024	$43.3M	$0	3	3	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$57.4M	$51.8M	10.7%	n/a	n/a	3	3	0	0

Relationships

Registered with (4)

← Barclay VajdaAdvisorregistration: current employment
Oct 19, 2021 to presentfactForm ADV
← TIMOTHY MILKWICKAdvisorregistration: current employment
Aug 4, 2020 to presentfactForm ADV
← GARY JAMES MILKWICKAdvisorregistration: current employment
Aug 9, 2016 to presentfactForm ADV
← Seamus Ryan WhiteAdvisorregistration: previous registration
Mar 31, 2022 to May 24, 2023factForm ADV

Controls (2)

← MILKWICK, TIMOTHY, WYATTOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Nov 21, 2023 to Sep 26, 2024factForm ADV
← MILKWICK, GARY, JAMESOwnerMANAGING MEMBER, ownership code D, individual
Nov 21, 2023 to Sep 26, 2024factForm ADV

Owns (1)

← SAVAGE, MICHAEL, MONAHANOwnerSILENT OWNER, ownership code D, individual
Nov 21, 2023 to Sep 26, 2024factForm ADV

Dated events

Occurred
Nov 21, 2023
First Form ADV filing
Embark Wealth Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago
Occurred
May 24, 2023
Advisor changed firm
Seamus Ryan White left Embark Wealth Management, Llc for Morgan Stanley (registered 2023-03-01)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9e6bf5d9-9896-fa8f-9c5b-b02c1fd12a8b
First observed: Nov 21, 2023
Last observed: Mar 30, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

EMBARK WEALTH MANAGEMENT, LLC

CRD 157950

TEMPE, AZ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9e6bf5d9-9896-fa8f-9c5b-b02c1fd12a8b

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:24 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

GARY JAMES MILKWICK

Personal Financial Specialist

TEMPE, AZ

n/a

TIMOTHY MILKWICK

Certified Financial Planner

TEMPE, AZ

Barclay Vajda

n/a

TEMPE, AZ

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MILKWICK, GARY, JAMES

MANAGING MEMBER

yes

12/2010

Nov 21, 2023

Sep 26, 2024

MILKWICK, TIMOTHY, WYATT

CHIEF COMPLIANCE OFFICER

yes

05/2023

Nov 21, 2023

Sep 26, 2024

SAVAGE, MICHAEL, MONAHAN

SILENT OWNER

12/2010

Nov 21, 2023

Sep 26, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

ACCOUNTING FULFILLMENT SERVICES, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$57.4M

n/a

2024

Mar 28, 2025

$51.8M

n/a

2023

Mar 29, 2024

$43.3M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$57.4M

$51.8M

10.7%

n/a