EMBARK WEALTH MANAGEMENT, LLC

Overview

Embark Wealth Management, LLC is an independently owned registered investment adviser organized as an LLC. The firm registered with the SEC in 2024 and is owned by an individual practitioner. Its client focus is individual and family households, with advisory compensation billed as a percentage of assets under management. Core services listed on the firm’s ADV are financial planning and portfolio management for individuals and small businesses. Embark does not identify as an ESG-focused manager, is not designated as a multi-state adviser, and does not act as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives