Annex Wealth Management
Highly Engaged Employees
Highly Engaged EmployeesFinance · Wisconsin, United States · 51-200 Employees
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Overview
Headquarters
12700 W Bluemound Rd Ste 200, Elm Grove,...Phone Number
(262) 786-6363Website
www.annexwealth.comRevenue
$18 MillionIndustry
ZI Rank: 3
Signal Type
Jan
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Jun
ZI Rank
2
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3
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3
About Annex Wealth Management
Annex Wealth Management is a fee-only fiduciary firm dedicated to providing comprehensive financial planning and strategic advice to individuals, families, businesses, and non-profits. Their team offers experienced insight and expert planning tailored to clients at various stages of their financial journey. Committed to education and personal interaction, they utilize leading-edge technology and analytics to enhance the wealth management experience. With a focus on empowering clients, Annex Wealth Management aims to make financial journeys better through fiduciary advice and personalized strategies.Explore more
Annex Wealth Management Org Chart
LG
Regional Director & Wealth Advisor & Team Lea...
JC
Director, Equity Research
ES
Director, Financial Planning
AK
Director, Wealth Strategy
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Activity Insights
Annex Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Annex Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Annex Wealth Management.
Annex Wealth Management financials insights
Gather financial insights about Annex Wealth Management, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$1M
Annex Wealth Management Tech Stack
A closer look at the technologies used by Annex Wealth Management
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Most Recent Scoops
Person-Based
Open Position
Person-Based
Earnings, Finance
Person-Based
Spending/Investment, Corporate Strategy
Person-Based
Annex Wealth Management News & Media
Annex Wealth Management appoints president and COO - Institutional Real Estate, Inc.
Jeff Pierce has joined Annex Wealth Management, a Wisconsin-based RIA serving family, individual and business clients, as president and chief operating officer, he announced in a post on LinkedIn.Annex Wealth Management names new president and COO - BizTimes
Brookfield-based Annex Wealth Management announced that Jeff Pierce has been named the firm’s new president and chief operating officer.
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Annex Wealth Management is a fee-only fiduciary firm dedicated to providing comprehensive financial planning and strategic advice to individuals, families, businesses, and non-profits. Their team offers experienced insight and expert planning tailored to clients at various stages of their financial journey. Committed to education and personal inter... Read More
