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Wealth & Wisdom of WI LLCFinancial advisor in Madison, WI

Wealth & Wisdom of WI LLC is a financial advisor at 8201 Mayo Dr Unit 111, Madison, WI 53719, ranked #44 of 86 financial planners in Madison and rated 5.0 from 3 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Madison, WIUpdated 0 paid placements in any rankingHow we rank

Call (608) 497-3323Website ↗

Key facts

Key facts about Wealth & Wisdom of WI LLC
Address8201 Mayo Dr Unit 111, Madison, WI 53719Get directions
Phone(608) 497-3323
Websitewealthandwisdomwi.com
HoursMonday to Thursday: 8 AM – 4:30 PM; Friday: 8 AM – 1 PM
Google rating5.0 from 3 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Madison and 7 towns within 25 miles: Verona, Middleton, Fitchburg, Oregon, Waunakee, Stoughton and Sun Prairie.

Based in Madison, WIView on map

Opening hours

Opening hours for Wealth & Wisdom of WI LLC
DayHours
Monday8 AM – 4:30 PM
Tuesday8 AM – 4:30 PM
Wednesday8 AM – 4:30 PM
Thursday8 AM – 4:30 PM
Friday8 AM – 1 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Wealth & Wisdom of WI LLC

How is Wealth & Wisdom of WI LLC ranked in Madison?

Wealth & Wisdom of WI LLC is ranked #44 of 86 financial planners in Madison by RFA Score, with 64 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Wealth & Wisdom of WI LLC’s hours?

Wealth & Wisdom of WI LLC is open Monday to Friday. Its listed hours are Monday to Thursday, 8 AM – 4:30 PM; Friday, 8 AM – 1 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Wealth & Wisdom of WI LLC serve?

Serves Madison and 7 towns within 25 miles: Verona, Middleton, Fitchburg, Oregon, Waunakee, Stoughton and Sun Prairie. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Wealth & Wisdom of WI LLC?

Wealth & Wisdom of WI LLC has a rating of 5.0 from 3 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Wealth & Wisdom of WI LLC?

Call Wealth & Wisdom of WI LLC on (608) 497-3323. The business is at 8201 Mayo Dr Unit 111, Madison, WI 53719. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Wealth & Wisdom of WI LLC compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Wealth & Wisdom of WI LLC (this business)—645.0 (3)NoNo
Baird Private Wealth Management#18645.0 (3)NoNo2.9 mi
Fallon Wealth Management#19645.0 (4)NoNo5.1 mi
Merrill Lynch Wealth Management#21642.4 (9)NoNo7.7 mi

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