Annex Wealth Management Management Team
Summary
Annex Wealth Management is a private company that has been in the industry for 25 years. The company currently specializes in the Financial Services area. Its headquarters is located at Elm Grove, Wisconsin, USA. The number of employees ranges from 25 to 100. The annual revenue of Annex Wealth Management varies between 5.0M and 25M. Total funding of the company - $1M. To connect with Annex Wealth Management employee register on SignalHire.
Organization Website | annexwealth.com |
Social Links |  |
Phone Number | 262-786-6363 |
Industries | |
Headquarters Location | 17950 W Corporate Dr, Brookfield, Wisconsin, 53045 US |
Employees Size | 100-200 employees |
Specialties | fiduciary, finance, retirement, savings, financial advice, 401k, investment, advisor, technology, trust, team |
SIC Code | 6199 |
DMA Code | Milwaukee Metropolitan Area |
Founded | 2001 |
Estimated Annual Revenue | $5.0M - 25M |
Operating Status | Independent Company |
Estimated Website Traffic
The chart shows a decline in traffic to the annexwealth.com website. In February, traffic decreased to 2411, compared to 2749 in the previous month. The highest traffic in 2026 was recorded in January, reaching 2749 visits.
Employees Turnover 1 quarter 2026
Number of employees switched from or switched to
Length of Employment
Employee tenure at Annex Wealth Management shows a diverse range of experience levels:
4% have been with the company for less than 1 year10% for 1–2 years6% for 3–4 years15% for 5–7 years6% for 8–10 years60% have over 11 years of service at Annex Wealth Management
BJARDMSNSEENJPDK
Companies Similar to Annex Wealth Management
FAQ
Data Privacy
GDPR COMPLIANT
SignalHire complies with the General Data Protection Regulation (GDPR). SignalHire follows GDPR requirements, including but not limited to rights of data subjects to access, correct, or delete their personal information and supports the right to be forgotten.
CCPA COMPLIANT
SignalHire is CCPA-compliant and provides California residents the right to know, access, opt out, and request deletion of their personal data.
