ANNEX WEALTH MANAGEMENT, LLC

17950 W. Corporate Drive
Suite 300
Brookfield, Wisconsin 53045
Tel: 262-786-6363

About ANNEX WEALTH MANAGEMENT, LLC

ANNEX WEALTH MANAGEMENT, LLC, formally registered with the SEC as ANNEX WEALTH MANAGEMENT, LLC. The firm was established in 09/24/2004. They have over 8 offices throughout the country.

ANNEX WEALTH MANAGEMENT, LLC is a Brookfield, Wisconsin based Financial Planning firm with nearly $5,583,981,406 assets under management, offering retirement planning & investment advisory services to 18642 clients. The firm is staffed with 139 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	127987
SEC#	801-63505
Assets Managed by Firm	$5,583,981,406
No. of Clients	18642
No. of Advisors	139

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops
Other (CONSULTATION FOR A FEE)

Firm Client Information

	No. of Clients	AUM
Firm Total	18642	$5,583,981,406
Individuals (other than high net worth individuals)	5826	$1,451,608,026
High net worth individuals	3170	$3,732,706,351
Pension and profit sharing plans	83	$388,952,581
Charitable organizations	7	$8,872,716
Corporations or other businesses	Fewer than 5 clients	$1,715,053

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TRUSTAGE INVESTMENT MANAGEMENT 5910 Mineral Point Rd Madison, WI, 53705	$35,460,961,000	350	64
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