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ANNEX WEALTH MANAGEMENT, LLC
BROOKFIELD, WI
262-786-6363
SEC #801-63505Total AUM
$8.1B
Employees
151Clients
6,804Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
17950 W. CORPORATE DRIVE
SUITE 300
BROOKFIELD
WI 53045
United States
SUITE 300
BROOKFIELD
WI 53045
United States
Operating Hours
8:00AM - 5:00PM CT
Monday - Friday
Monday - Friday
Phone
262-786-6363
Other Offices
8
Financials
Total AUM
$8.1B
Accounts
22,003Discretionary
$7.8B
Accounts
21,926Non-Discretionary
$239.5M
Accounts
77
Clients
Individual Clients
3,819AUM
$2.2B
HNW Individual Clients
2,891AUM
$5.2B
Pension/Profit Sharing Plan Clients
85AUM
$540.5M
Charitable Organization Clients
7AUM
$10.9M
Government Entity Clients
1AUM
$127.5K
Corporation or Business Clients
1AUM
$2.1M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPublications
Other Services
CONSULTATION FOR A FEE
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.