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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-24-2004
- Office Locations
- 11
Office Locations
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.
Reported data analysis
What the numbers show
Between November 26, 2025 and April 17, 2026, reported AUM increased 1.3%, from $7.9B to $8.1B.
Across 5 reported observations, AUM increased 75.2% between November 12, 2022 and April 17, 2026, from $4.6B to $8.1B.
Of the latest reported AUM, 97.0% is discretionary and 3.0% is non-discretionary.
The firm reports 74 advisory representatives and 6,802 clients, or 91.9 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 11 reported office locations and 21 years in operation. The source data was last updated on April 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Annex Wealth Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
NAOMI KAROL ACKLEY
Chief Compliance Officer
- CRD
- #6289332
- Ownership
- Less than 5%
DAVID JOSEPH SPANO
Chief Executive Officer, President
- CRD
- #1811176
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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DYLAN CHRISTOPHER ADLER
Associate Wealth Manager
- CRD
- #6131319
Connor J Allen
Wealth Manager
- CRD
- #7266277
Showing 2 of 102 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Annex Wealth Management, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Annex Wealth Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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