ANNEX ADVISORY SERVICES, LLC
Doing business as ANNEX WEALTH MANAGEMENT, LLC. SEC Form ADV profile.
Total regulatory AUM
$8,050,023,961
Discretionary
$7,810,537,680
Non-discretionary
$239,486,281
Firm details
- CRD number
- 127987
- SEC file number
- 801-63505
- Main office
- BROOKFIELD, WI, United States
- Employees
- 151
- SEC status
- Approved
- Website
- HTTP://ANNEXWEALTH.WISTIA.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.