Annex Wealth Management, LLC

Annex Wealth Management, LLC (CRD# 127987) is a financial advisory firm headquartered in Brookfield, WI. They manage $5,098,289,183 in 17,883 accounts and serve the financial needs of clients across 32 states (or territories).

Current Firm Details
17950 W. Corporate Drive, Suite 300, Brookfield, WI 53045
http://annexwealth.wistia.com
By the Numbers
  • Total Assets Under Management
    5,098
    MILLION
  • Total Number of Accounts
    17,883
    ACCOUNTS
  • Average Account Value
    $285,091
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NE, NH, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI

Financial Advisors at Annex Wealth Management, LLC
No Advisor Found.
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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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