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Building 2ANNEX WEALTH MANAGEMENT, LLC

Map pinBROOKFIELD, WI
Phone262-786-6363
NotebookSEC #801-63505
Total AUM
$8.1B
Employees
151
Clients
6,804

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 1 is a core regulatory form containing information about the firm’s advisory business, employees, clients, and other business activities.

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