Emily
Perschbacher

Wealthspire Advisors

CRD#7261317
Investment Advisor
in Delafield, WI

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About this Advisor

Emily Perschbacher is a financial advisor based in Delafield, Wisconsin, working with Wealthspire Advisors. Emily has previously held positions at Wealthspire Advisors, Ameriprise Financial, University Of Wisconsin Whitewater, Resilient Wealth Planning, and Middle School/High School. Emily has passed the Series 65 regulatory exam and is registered to provide services in Wisconsin. Currently, Emily is part of Wealthspire Advisors, which operates out of Delafield, Wisconsin. The firm has 18 offices and 259 employees. The firm manages assets totaling $18.9 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, pension consulting services, and selection of other advisers. The fee structure at Wealthspire Advisors includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

709B Milwaukee St
Delafield, WI 53018

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Wealthspire Advisors Brokerage Details

Total Assets Under Management

$18,872,379,313

WI Average: $7,464,549,021
Total Number of Employees

259

WI Average: 88
Total Number of Accounts

7,156

WI Average: 3,892
Average Account Size

$2,637,281

WI Average: $1,917,921

Investment Advisory Services

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

Emily Perschbacher Work History

2022 - Present (2 years)

Wealthspire Advisors

2021 - 2022 (1 year)

Ameriprise Financial

2020 - 2020 (< 1 year)

Resilient Wealth Planning

2018 - 2021 (3 years)

University Of Wisconsin Whitewater

2012 - 2018 (6 years)

Middle School/High School

Disclosures

Please visit the SEC profile of Emily Perschbacher 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 Wealthspire Advisors

John Dobson
Delafield, WI
Luke Smith
Salisbury, MD
Inessa Mischenko
Potomac, MD
Christopher Leddy
Palm Beach Gardens, FL
Emily Platt
Potomac, MD
Scott Dillie
Reston, VA
Myka Koenen
Reston, VA
Christopher Jennings
New York, NY

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