Wealth Manager
    SEC Registered
    Manages Private Funds

    Annex Wealth Management, LLC

    Registered investment advisor · Brookfield, Wisconsin · CRD #127987

    Assets Under Management
    $8.1B
    Client Accounts
    22,003
    Employees
    151
    CRD Number
    127987
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Annex Wealth Management, LLC

    Annex Wealth Management, LLC is a SEC-registered investment advisory firm headquartered in Brookfield, Wisconsin, managing approximately $8.1B in regulatory assets across 22,003 client accounts. The firm's full regulatory record is filed with the SEC under CRD #127987.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Annex Wealth Management, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Annex Wealth Management, LLC's AUM?

    Annex Wealth Management, LLC reports approximately $8.1B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Annex Wealth Management, LLC headquartered?

    Annex Wealth Management, LLC is headquartered in Brookfield, Wisconsin.

    What is Annex Wealth Management, LLC's CRD number?

    Annex Wealth Management, LLC's CRD number is 127987. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Annex Wealth Management, LLC manage?

    Annex Wealth Management, LLC manages approximately 22,003 client accounts according to its latest SEC filing.

    Is Annex Wealth Management, LLC SEC registered?

    Yes, Annex Wealth Management, LLC is registered with the SEC as an investment adviser with an approved registration status.

    Similar advisors in Wisconsin

    Robert W. Baird & Co. Incorporated
    Milwaukee, WI · $394.1B AUM
    Northwestern Mutual Investment Management Company, LLC
    Milwaukee, WI · $323.1B AUM
    Artisan Partners Limited Partnership
    Milwaukee, WI · $183.6B AUM
    Tidal Investments LLC
    Milwaukee, WI · $45.8B AUM
    Trustage Investment Management
    Madison, WI · $39.5B AUM
    Mason Street Advisors, LLC
    Milwaukee, WI · $39.1B AUM
    See all top RIA firms in Wisconsin →

    Research firms like Annex Wealth Management, LLC at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial