SourcingSourcing

EMBARK WEALTH MANAGEMENT, LLC

B54
CRD 157950·SEC 801-129246·TEMPE, AZ
AUM
$57.4M
$25M-$100M
Est. Revenue
$574K
@ 1% on AUM
Est. EBITDA
$172K
@ 30% margin
Est. Deal Value
$1.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
EMBARK WEALTH MANAGEMENT, LLC
CRD
157950
SEC file #
801-129246
EIN
—
DBA names
—

Economics

AUM
$57.4M
AUM band
$25M-$100M
AUM trajectory
'25'26
$51.8M → $57.4M▲ +11%
Client mix
Individuals Other357
Individuals High Net Worth12

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Primary office
TEMPE AZ
Branches
—

Custodian & Brokerage

Primary custodian
Altruistlow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
embarkwealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MILKWICK, GARY, JAMES
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
MILKWICK, GARY, JAMES
SAVAGE, MICHAEL, MONAHAN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
EMBARKWEALTH.COM
Rdap Domain Creation Date
2010-10-22T20:36:14Z
Rdap Firm Age Years
16
Rdap Firm Age Band
10-20y
Rdap Registrar
eNom, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Altruist4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-10-22T20:36:14Z
Rdap Domain Last Changed
2025-09-23T06:31:02Z
Rdap Nameservers
Ns-1326.awsdns-37.orgNs-1976.awsdns-55.co.ukNs-429.awsdns-53.comNs-774.awsdns-32.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
5212005
Trust Company Affiliate
No

People (4)

4
GARY JAMES MILKWICK
Direct Owner · 62.5%
5212005
SAVAGE, MICHAEL, MONAHAN
Direct Owner · 62.5%
5922762
MILKWICK, TIMOTHY, WYATT
IAR · Executive Officer · 2.5%
5137849
Barclay Vajda
IAR
4174723