Annex Wealth Management, LLC

$8.05BAssets under management
as of Apr 2026 · SEC Form ADV
Brookfield, WI
Visit website
98 people on Advicer connected to this.

Tech stack

No one at Annex Wealth Management, LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $3.9B held · filed Jul 2024
Fidelity
Per Form ADV · $1.3B held · filed Jul 2024