AdFi
E

Embervest

SEC Registered

Create your home buying timeline.

https://embervest.com322-536-2326
Assets Under Management
Not disclosed
Employees
3
Office Locations
1 office
Total Accounts

About the firm

Embervest estimates your home buying readiness based on your income, debt, savings, and location so you can move forward with confidence.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

Individuals

Areas of expertise

Home BuyingReadiness AssessmentFinancial PlanningBudgetingMortgage Preparation

Services

A tool that takes in income, debt, savings, and location to estimate home buying readiness and lets users save and track their progress over time.

Who they serve

People looking to buy a home who want to know where they stand before talking to a lender.

Client segmentClientsAssets managed
Individuals (Non-HNW)3

3 total clients reported on Form ADV.

Office locations

1 office in 1 states
HQ

Advisors at this firm

2 advisors in the directory

Regulatory & compliance

CRD number
#338652
SEC Number
801-134521
Disciplinary History
No
Fee Model & Minimums
Model: Flat Fee / Subscription

Data as of April 4, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Embervest has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Embervest - Financial Advisory Firm | AdvisorFinder