Emily
Paukert

Moss Adams Wealth Advisors LLC

CRD#7609878
Investment Advisor
in Seattle, WA

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About this Advisor

Emily Paukert is a financial advisor based in Seattle, Washington, working with Moss Adams Wealth Advisors LLC. Emily has previously held positions at Moss Adams Wealth Advisors, Moss Adams LLP, and Waddells Neighborhood Pub. Emily is registered to provide services in Washington. Currently, Emily is part of Moss Adams Wealth Advisors LLC, which operates out of Seattle, Washington. The firm has 11 offices and 68 employees. The firm manages assets totaling $3.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Moss Adams Wealth Advisors LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

999 Third Ave Ste 2800
Seattle, WA 98104

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Moss Adams Wealth Advisors LLC Brokerage Details

Total Assets Under Management

$3,914,488,888

WA Average: $3,566,627,242
Total Number of Employees

68

WA Average: 46
Total Number of Accounts

4,226

WA Average: 1,499
Average Account Size

$926,287

WA Average: $2,379,338

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Emily Paukert Work History

2019 - Present (5 years)

Moss Adams Wealth Advisors

2016 - 2019 (3 years)

Moss Adams Llp

2012 - 2016 (4 years)

Waddells Neighborhood Pub

Disclosures

Please visit the SEC profile of Emily Paukert to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Moss Adams Wealth Advisors LLC

Brandon Zilles
Seattle, WA
Scott Comfort
Seattle, WA
Lindsay Stuart
Portland, OR
Colten Christianson
Seattle, WA
Dominic Cellitti
Seattle, WA
Charles Stermetz
Campbell, CA
Christopher Waetzig
Seattle, WA
John Davis
Rancho Cordova, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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