Annex Wealth Management, LLC

Overview

Annex Wealth Management, LLC is an SEC registered investment adviser based in Brookfield, WI, registered since 2004. It reports $8.1B in assets under management across 22,003 accounts, with 151 employees. It has 98 investment adviser representatives.

Reported AUM

$8.1B

Discretionary

97%

Accounts

22,003

Average account

$366K

Employees

151

Advisory reps

98

Registered since

2004

Jurisdictions

36

As reported in the firm's April 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Pension Consulting
• Periodicals or Newsletters
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• David Joseph Spano Member, President CRD 1811176
• Naomi Karol Ackley Chief Compliance Officer CRD 6289332

Advisory reps 3 of 98

• Naomi Karol Ackley Investment Adviser Rep CRD 6289332
• Dylan Christopher Adler Investment Adviser Rep CRD 6131319
• Connor J Allen Investment Adviser Rep CRD 7266277

95 more advisory reps, with emails, phones and branch locations

Location

Headquarters

17950 W Corporate Dr Ste 300
Brookfield, WI 53045

County

Waukesha

Metro area

Milwaukee-Waukesha, WI

Region

Midwest

Registrations

• SEC registered
• Registered in 36 jurisdictions
• Website: annexwealth.wistia.com

Every state, with registration dates

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