Investment adviser · CRD 127987
ANNEX WEALTH MANAGEMENT, LLC
Investment adviser filing (IA)
ANNEX ADVISORY SERVICES, LLC
BROOKFIELD, WI, United States · Form ADV filed Apr 17, 2026
- Regulatory AUM
- $8.05B Form ADV · Item 5.F
- Client accounts
- 22,003 Accounts, not individual clients
- Employees
- 151 Reported in this filing
- Advisory professionals
- 74 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 2,891 | $5,249,961,496 | 65.2% |
| Individuals | 3,819 | $2,246,453,438 | 27.9% |
| Retirement plans | 85 | $540,502,522 | 6.7% |
| Charities | 7 | $10,870,638 | 0.1% |
| Corporations & businesses | Fewer than 5 | $2,108,386 | 0.0% |
| Government entities | Fewer than 5 | $127,481 | 0.0% |
Filing source
Form ADV 2096057 · Apr 17, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 17, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
17950 W. CORPORATE DRIVE, SUITE 300BROOKFIELD, WI, 53045, United States
CRD 127987
Filing source
Form ADV 2096057 · Apr 17, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.