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Annex Wealth Management, LLC CRD 127987
$8.05B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
17950 W. Corporate Drive Suite 300, Brookfield, WI 53045 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APP_PEND_IARCE | 2026-03-18 |
Branch Locations
17950 W. Corporate Drive Suite 300, Brookfield, WI 53045 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voit & Company Llc | Brookfield | WI | 07/2000 | 11/2020 |
| Annex Wealth Management, Llc | Elm Grove | WI | 11/2020 | 11/2025 |
| Annex Wealth Management | Brookfield | WI | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-10-06 |
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