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EMBARK WEALTH MANAGEMENT, LLC

TEMPE, AZ · CRD 157950 · IAPD ↗ · embarkwealth.com · (888) 433-8881

$57.4MRegulatory AUM
3Advisory reps
3Employees
0Clients
11-25Planning clients
0Private funds
15States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2025 — EMBARK WEALTH MANAGEMENT, LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
95
February 2024 — EMBARK WEALTH MANAGEMENT, LLC (TEMPE, AZ) is newly SEC-registered with $38.8M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.