Annex Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Brookfield, WI. Its latest Form ADV filing, dated April 17, 2026, reports $8.1B in regulatory assets under management, 151 employee, 8 offices, and 22,003 accounts.
Assets Under Management
$8.1B
Employees
151
Offices
8 offices
Total Clients
6,802
Primary office
BROOKFIELD, WI
17950 W. CORPORATE DRIVE, SUITE 300, BROOKFIELD, WI, United States
Top client segmentIndividuals represent 56.1% of total clients.
Top client categories% of clientsClients
1
Individuals
56.1%
3,819
2
HNWI
42.5%
2,891
3
Pension Plans
1.2%
85
4
Charitable
0.1%
7
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$8.1Bas of April 17, 2026
Discretionary97.0%
$7.8B
97% of total RAUM97.0%
Non-discretionary3.0%
$239M
3% of total RAUM3.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$8.1B
Total Accounts22,003
10Y AUM Change+$6.7B (+482.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees151
Clients per Employee45:1
10Y Employee Change+91 (+151.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.