Key facts
- ANNEX WEALTH MANAGEMENT, LLC is a other based in BROOKFIELD, WI.
Registered with the SEC
Form ADV · 2026-04 · CRD 127987- Regulatory AUM
- —
- Private fund assets
- —
- Private funds
- —
- Staff
- 151
- Registered office
- BROOKFIELD, WI
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as ANNEX ADVISORY SERVICES, LLC).
Free account
See the whole book
- ·Watchlist + alerts for ANNEX WEALTH MANAGEMENT, LLC's activity
Create free account
No card required
Portfolio
Portfolio — not yet on record
No portfolio companies for ANNEX WEALTH MANAGEMENT, LLC are on record yet. Positions surface from round participations, filings, and coverage.
Pro members can request priority coverage with a 48-hour turnaround.