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Diversified Wealth Strategies, LLCFinancial advisor in Menomonee Falls, WI

Diversified Wealth Strategies, LLC is a financial advisor at 325 Forest Grove Dr #201, Pewaukee, WI 53072, ranked #46 of 242 financial advisors in Menomonee Falls and rated 5.0 from 4 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.

Menomonee Falls, WIUpdated 0 paid placements in any rankingHow we rank

Call (262) 875-4585Website ↗

Key facts

Key facts about Diversified Wealth Strategies, LLC
Address325 Forest Grove Dr #201, Pewaukee, WI 53072, Menomonee Falls, WIGet directions
Phone(262) 875-4585
Websitedwstrategies.com
HoursMonday to Thursday: 9:30 AM – 4:30 PM; Friday: 9:30 AM – 1 PM
Google rating5.0 from 4 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Menomonee Falls and 11 towns within 25 miles: Sussex, Waukesha, Brookfield, New Berlin, Wauwatosa, Germantown, Richfield, West Allis, Muskego, Oconomowoc and Mequon.

Based in Menomonee Falls, WIView on map

Opening hours

Opening hours for Diversified Wealth Strategies, LLC
DayHours
Monday9:30 AM – 4:30 PM
Tuesday9:30 AM – 4:30 PM
Wednesday9:30 AM – 4:30 PM
Thursday9:30 AM – 4:30 PM
Friday9:30 AM – 1 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Diversified Wealth Strategies, LLC

How is Diversified Wealth Strategies, LLC ranked in Menomonee Falls?

Diversified Wealth Strategies, LLC is ranked #46 of 242 financial advisors in Menomonee Falls 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 Diversified Wealth Strategies, LLC’s hours?

Diversified Wealth Strategies, LLC is open Monday to Friday. Its listed hours are Monday to Thursday, 9:30 AM – 4:30 PM; Friday, 9:30 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 Diversified Wealth Strategies, LLC serve?

Serves Menomonee Falls and 11 towns within 25 miles: Sussex, Waukesha, Brookfield, New Berlin, Wauwatosa, Germantown, Richfield, West Allis, Muskego, Oconomowoc and Mequon. 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 Diversified Wealth Strategies, LLC?

Diversified Wealth Strategies, LLC has a rating of 5.0 from 4 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 Diversified Wealth Strategies, LLC?

Call Diversified Wealth Strategies, LLC on (262) 875-4585. The business is at 325 Forest Grove Dr #201, Pewaukee, WI 53072, Menomonee Falls, WI. 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

Diversified Wealth Strategies, LLC compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Diversified Wealth Strategies, LLC (this business)—645.0 (4)NoNo
Associated Bank#44643.6 (18)YesNo3.8 mi
Associated Bank#45644.3 (16)YesNo17.0 mi
Fischer Wealth Management#47644.2 (5)——1.1 mi

See all 242 ranked financial advisors in Menomonee Falls