Chief Compliance Officer · Embark Wealth Management, LLC
Timothy W. Milkwick
CRD 5137849 · Named on Form ADV at one SEC-registered adviser
At a glance
Embark Wealth Management, LLC, an SEC-registered wealth manager based in Tempe, AZ with $57 million in regulatory assets, lists Timothy W. Milkwick on its Form ADV as Chief Compliance Officer, a control person.
Firms and roles
- Embark Wealth Management, LLCChief Compliance OfficerWealth manager · Tempe, AZ · $57M in regulatory assets
AtlasMembers
Timothy’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Michael M. SavageSilent Owner, Embark Wealth Management, LLC
- Gary J. MilkwickManaging Member, Embark Wealth Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Timothy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.