Annex Wealth Management

Trust Score 92%
Trust Score info_outline

Last updated: August 21st, 2019. Data source: SEC filings.


Annex Wealth Management, federally registered in 2004, is a Registered Investment Advisor (RIA) in 15 state(s) with a licensed staff of 35 advisors. Annex Wealth Management manages $2.2 billion and provides investment advisory services for 5,209 clients (1:149 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $0
Average Client Balance $423,977
Hybrid Advisor No
Disciplinary History No
Total AUM $2.2 billion
Advisor / Client Ratio 1:149
Headquarters Elm Grove, WI
SEC Filings Forms and Brochures    (CRD # 127987)
State(s) Registered AZ, CA, CO, FL, IL, MI, MN, MO, NH, NC, OH, SC, TN, TX, WI

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