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Embark Wealth Management
Embank Wealth Management, LLC is an SEC-registered investment adviser in Tempe, AZ, registered since 2024. The firm manages approximately $57 million in...
Embark Wealth Management
Embank Wealth Management, LLC is an SEC-registered investment adviser in Tempe, AZ, registered since 2024. The firm manages approximately $57 million in assets. It has 3 employees and 3 investment advisers.
General information
Firm type
Multi Family Office
Frequently asked questions
Who runs investment decisions at Embark Wealth Management?
No principal names or leadership roles are available from public sources. The firm's SEC registration or state filings may contain this information but are not accessible in this review.
What type of clients does Embark Wealth Management serve?
Based on its registration as a wealth management RIA, the firm likely serves high-net-worth individuals and families, but no specific client profile or minimum asset threshold has been disclosed.
Does Embark Wealth Management make direct investments or fund commitments?
No information exists in the public domain about the firm's investment approach, including whether it pursues direct deals, fund investments, or both.
Is Embark Wealth Management a single-family office or multi-family office?
The firm's name and registration suggest a multi-client wealth management model, but without disclosed ownership or client structure, this cannot be confirmed.
Where is Embark Wealth Management located?
The firm's headquarters city and country are not specified in any public record reviewed. No office addresses or jurisdictions have been identified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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