Wealth and Wisdom of Wisconsin
Financial Services • 
Middleton, Wisconsin, United States • 1-10 Employees
Company overview
| Headquarters | 8500 Greenway Blvd, Suite 101, Middleton, WI 53562, US |
| Phone number | +16084973323 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Employees | 1-10 |
| Socials |
Key Contact at Wealth and Wisdom of Wisconsin
Tanna Freed
Director Of Operations
Wealth and Wisdom of Wisconsin Email Formats
Wealth and Wisdom of Wisconsin uses 2 email formats. The most common is {first initial} (e.g., j@wealthandwisdomwi.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@wealthandwisdomwi.com | 50% |
{first name} | john@wealthandwisdomwi.com | 50% |
About Wealth and Wisdom of Wisconsin
We teach financial strategies to help people preserve, protect and build wealth efficiently and effectively. We use an economic model that takes into consideration all financial decisions to get an overall economic picture of one's financial situation and then work with our clients to make their financial situation better.
Wealth and Wisdom of Wisconsin revenue & valuation
| Annual revenue | $684,440 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Wealth and Wisdom of Wisconsin has 3 employees across 2 departments.
Departments
Number of employees
Funding Data
Wealth and Wisdom of Wisconsin has never raised funding before.
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