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ANNEX WEALTH MANAGEMENT, LLC
ANNEX ADVISORY SERVICES, LLC
CRD 127987 · SEC 801-63505
17950 W. CORPORATE DRIVE, SUITE 300, BROOKFIELD, WI, 53045, United States
Phone
262-786-6363
Fax
262-792-8930
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$8.05B
Discretionary AUM
$7.81B
Team
151 total employees; 74 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminarsCONSULTATION FOR A FEE
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3819 | $2.25B |
| High net worth individuals | 2891 | $5.25B |
| Pension/profit sharing plans | 85 | $540.5M |
| Charitable organizations | 7 | $10.9M |
States served
AL, AK, AZ, AR, CA, CO, GA, IL, IN, IA, KS, KY, MD, MA, MI, MN, MT, NE, NV, NY, NC, OH, OR, PA, SC, TN, UT, VA, WI, WY, MO, WA, TX, NH, FL, SD
All web addresses on file
- HTTP://ANNEXWEALTH.WISTIA.COM
- HTTP://WWW.ANNEXADVISORS.COM
- https://www.instagram.com/annexwealthmanagement
- HTTP://ANNEXIGNITE.COM
- HTTPS://YOUTUBE.COM/ANNEXWEALTHMANAGEMENT
- HTTPS://FACEBOOK.COM/ANNEXWEALTHMANAGEMENT
- https://WEALTHMETRIC.COM
- https://www.instagram.com/annex.wealth
- https://wealthmetric.net
- HTTP://WWW.ANNEXWEALTH.COM
- HTTP://ANNEXCHARITABLEFOUNDATION.ORG
- HTTPS://WWW.LINKEDIN.COM/ANNEX-WEALTH-MANAGEMENT
Official SEC filing: View on IAPD