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WealthspireFinancial advisor in Milwaukee, WI

Wealthspire is a financial advisor at 330 E Kilbourn Ave Ste 1219, Milwaukee, WI 53202, ranked #11 of 30 wealth managers in Milwaukee and rated 3.7 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.

Milwaukee, WIUpdated 0 paid placements in any rankingHow we rank

Call (414) 509-1321Website ↗

Key facts

Key facts about Wealthspire
Address330 E Kilbourn Ave Ste 1219, Milwaukee, WI 53202Get directions
Phone(414) 509-1321
Websitewealthspire.com
HoursMonday to Friday: 8 AM – 5 PM
Google rating3.7 from 3 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Milwaukee and 11 towns within 25 miles: Shorewood, Whitefish Bay, Wauwatosa, West Allis, Cudahy, Glendale, Greenfield, Greendale, Brown Deer, South Milwaukee and Brookfield.

Based in Milwaukee, WIView on map

Opening hours

Opening hours for Wealthspire
DayHours
Monday8 AM – 5 PM
Tuesday8 AM – 5 PM
Wednesday8 AM – 5 PM
Thursday8 AM – 5 PM
Friday8 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Wealthspire

How is Wealthspire ranked in Milwaukee?

Wealthspire is ranked #11 of 30 wealth managers in Milwaukee by RFA Score, with 61 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 Wealthspire’s hours?

Wealthspire is open Monday to Friday. Its listed hours are Monday to Friday, 8 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Wealthspire serve?

Serves Milwaukee and 11 towns within 25 miles: Shorewood, Whitefish Bay, Wauwatosa, West Allis, Cudahy, Glendale, Greenfield, Greendale, Brown Deer, South Milwaukee and Brookfield. 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 Wealthspire?

Wealthspire has a rating of 3.7 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 Wealthspire?

Call Wealthspire on (414) 509-1321. The business is at 330 E Kilbourn Ave Ste 1219, Milwaukee, WI 53202. 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

Wealthspire compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Wealthspire (this business)—613.7 (3)NoNo
Northwestern Mutual Wealth Management Company#9613.4 (5)NoNo0.4 mi
RBC Wealth Management Branch - Milwaukee#10613.7 (3)NoNo0.5 mi
Merritt Wealth & Retirement Advisors of Raymond James#12615.0 (7)NoNo15.3 mi

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