$8.1B Total AUM
$7.8B Disc. AUM
17.8% 3Y CAGR
151 Employees
6,802 ADV. Clients
21 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- GlacierVector prime
- Established Date
- 09-24-2004
- Office Locations
- 12
Office Locations
1200 John Q Hammons Drive, Suite 101 Madison WI
12200 Corporate Parkway, Suite 800 Mequon WI
12700 W. Bluemound Rd., Suite 200 ELM Grove WI
About Annex Wealth Management, LLC
Annex Wealth Management is a fee-only, fiduciary wealth manager providing comprehensive planning and strategic advice for individuals and families as well as businesses and non-profits. The team pairs one-on-one guidance with technology, analytics, and ongoing reviews, and builds portfolios using vehicles such as ETFs and mutual funds. Headquartered in Brookfield, WI with a multi-office footprint, it serves retail and institutional relationships.
Team overview
43 AVG AGE
$108.8M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
3.5 yrs AVG TENURE
151 Employees
74 Advisory Reps
0 RIA Reps
21yrs Firm Age
Insights
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Accredited Investors
Wave oak
Asset Classes
Foundation Insight Pathway Foundation legacy Momentum Alpha Ember vital
Client Personas
Radial focus
CRM
Zenith
Custodian
Focus horizon Harbor
Investment Themes
Beacon Zenith catalyst Signal legacy Alpha radial
Investment Vehicles
Peak Insight
Platform
Signal
Services
Summit optima Horizon ember Beacon Harbor Matrix Element bridge Insight glacier Capital
Technology
Pathway Prime
Owner & Executives
NAOMI KAROL ACKLEY
Chief Compliance Officer
- CRD
- #6289332
- Ownership
- Less than 5%
(330) 807-2850
oak.north@northcapital.com
in linkedin.com/in/value-glacier
DAVID JOSEPH SPANO
Chief Executive Officer, President
- CRD
- #1811176
- Ownership
- Less than 5%
(601) 983-9210
pioneer.quantum@vitalcapital.com
in linkedin.com/in/alpha-atlas
Showing 2 of 2 owners & executives
Unlock allContacts
NAOMI KAROL ACKLEY
Chief Compliance Officer
- CRD
- #6289332
(951) 939-8500
vertex.alpha@legacycapital.com
in linkedin.com/in/optima-unison
D
DYLAN CHRISTOPHER ADLER
--
- CRD
- #6131319
(578) 536-9235
value.glacier@zenithcapital.com
in linkedin.com/in/north-alpha
G
Glacier summit
Beacon value
- CRD
- #24452
(577) 894-6754
oak.frontier@bridgecapital.com
in linkedin.com/in/atlas-ember
Showing 2 of 97 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,810,537,680 | $356,223 |
| Non-Discretionary | $239,486,281 | $3,110,211 |
| Total | $8,050,023,961 | $365,860 |
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Separately Managed Accounts
Total SMA Asset: $8,050,023,961
Public Funds:
34.8% Equity - Exchange:
23.9% Cash:
13.6% Corporate - Investment Grade:
10.9% Municipal Bonds:
7.7% U.S. Government/Agency:
9.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,234,466,714 | 34.8% |
| Equity - Exchange | $847,809,036 | 23.9% |
| Cash | $482,435,267 | 13.6% |
| Corporate - Investment Grade | $386,657,678 | 10.9% |
| Municipal Bonds | $273,143,497 | 7.7% |
| U.S. Government/Agency | $322,805,951 | 9.1% |
| Total | $3,547,318,143 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| DELTA RIDGE OPTIMA | UNISON UNISON | 8T2XFL48T | COFYI | 3.61% | $100,441,248 |
| LEGACY LEGACY | WAVE FOCUS | LFJF1QSY8 | JBH | 5.20% | $43,432,764 |
| TIMBER OAK | NORTH ATLAS | ELMOR7N6D | TLQ | 4.94% | $58,844,803 |
| HARBOR SIGNAL | QUANTUM PEAK | 3Z3JRW7G3 | DEDFB | 8.07% | $7,197,672 |
| UNISON MATRIX | MOMENTUM CATALYST | 376F5S6ZP | FSKLT | 10.18% | $67,232,424 |
| WAVE TIMBER | GLACIER PATHWAY | PYMY7SVWG | ZTVIO | 7.38% | $81,815,259 |
| PRIME VERTEX | MERIDIAN BRIDGE | JOPZCCU9C | UXHQ | 3.65% | $90,760,490 |
| RIDGE BEACON | ZENITH RADIAL | 0245NY429 | VBD | 6.87% | $78,839,070 |