Skip to content

Wealth & Wisdom PartnersFinancial advisor in San Diego, CA

Wealth & Wisdom Partners is a financial advisor at 3517 Camino del Rio S Unit 410, San Diego, CA 92108, ranked #29 of 63 wealth managers in San Diego and rated 4.6 from 10 Google reviews. Open Monday and Wednesday and Thursday.

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.

San Diego, CAUpdated 0 paid placements in any rankingHow we rank

Call (619) 521-2100Website ↗

Key facts

Key facts about Wealth & Wisdom Partners
Address3517 Camino del Rio S Unit 410, San Diego, CA 92108Get directions
Phone(619) 521-2100
Websitew-wp.com
HoursMonday: 9 AM – 3 PM; Wednesday and Thursday: 9 AM – 3 PM
Google rating4.6 from 10 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Wealth Managementbusiness name

Service area

Serves San Diego and 11 towns within 25 miles: La Mesa, Lemon Grove, National City, Spring Valley, Coronado, La Presa, Casa de Oro-Mount Helix, El Cajon, Santee, Mira Mesa and Chula Vista.

Based in San Diego, CAView on map

Opening hours

Opening hours for Wealth & Wisdom Partners
DayHours
Monday9 AM – 3 PM
TuesdayClosed
Wednesday9 AM – 3 PM
Thursday9 AM – 3 PM
FridayClosed
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Wealth & Wisdom Partners

How is Wealth & Wisdom Partners ranked in San Diego?

Wealth & Wisdom Partners is ranked #29 of 63 wealth managers in San Diego by RFA Score, with 66 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 Partners’ hours?

Wealth & Wisdom Partners is open Monday and Wednesday and Thursday. Its listed hours are Monday, 9 AM – 3 PM; Wednesday and Thursday, 9 AM – 3 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 Partners serve?

Serves San Diego and 11 towns within 25 miles: La Mesa, Lemon Grove, National City, Spring Valley, Coronado, La Presa, Casa de Oro-Mount Helix, El Cajon, Santee, Mira Mesa and Chula Vista. 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 Partners?

Wealth & Wisdom Partners has a rating of 4.6 from 10 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 Partners?

Call Wealth & Wisdom Partners on (619) 521-2100. The business is at 3517 Camino del Rio S Unit 410, San Diego, CA 92108. 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.

Own Wealth & Wisdom Partners? Claim this profile.

Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

Claim this profile

Compare nearby financial advisors

Wealth & Wisdom Partners compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Wealth & Wisdom Partners (this business)—664.6 (10)NoNo
Tam Wealth Management#28664.5 (12)NoNo5.2 mi
ATS Wealth Management#30664.7 (9)NoNo9.2 mi

See all 63 ranked wealth managers in San Diego