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ANNEX WEALTH MANAGEMENT, LLC

BROOKFIELD, WI · CRD 127987 · IAPD ↗ · annexwealth.wistia.com · 262-786-6363

$8.05BRegulatory AUM
74Advisory reps
151Employees
0Clients
More than 500Planning clients
0Private funds
36States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
May 2026 — ANNEX WEALTH MANAGEMENT, LLC notice-filed in AR, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
February 2026 — ANNEX WEALTH MANAGEMENT, LLC notice-filed in AK.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
78
February 2026 — ANNEX WEALTH MANAGEMENT, LLC grew from 66 to 74 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
December 2025 — ANNEX WEALTH MANAGEMENT, LLC added office(s): 7 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
April 2025 — ANNEX WEALTH MANAGEMENT, LLC notice-filed in AL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
76
April 2025 — ANNEX WEALTH MANAGEMENT, LLC grew from 60 to 66 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
50
February 2024 — ANNEX WEALTH MANAGEMENT, LLC moved its main office from ELM GROVE, WI to BROOKFIELD, WI.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.