Embark Wealth Management, Llc
- Regulatory AUM
- $57.4M
- Discretionary
- $0
- Clients
- 369
- Avg AUM / client
- $155K
- Accounts
- 369
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 357 | $45.9M | 80.1% |
| High net worth individuals | 12 | $11.4M | 19.9% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gary James Milkwick | Managing Member | Personal Financial Specialist | Dec 2010 (16y) | 50% – 75% |
| Savage, Michael, Monahan | Silent Owner | Dec 2010 (16y) | 50% – 75% | |
| Timothy Milkwick | Chief Compliance Officer | CFP | Aug 2020 (6y) | Less than 5% |
| Barclay Vajda | Registered representative | Oct 2021 (5y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 927 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Truist Financial Corp $57.4M (100% of AUM) Mar 2026
- Altruist Financial $57.4M (100% of AUM) Mar 2026
- Shareholders Service Group, Inc. $49.1M (95% of AUM) Mar 2025
- Pershing $43.3M (84% of AUM) Mar 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗