Annex Wealth Management
Annex Wealth Management is a registered investment advisory firm with more than $5.5 billion in assets under management. The firm caters to more than 9,000 clients of varying types, but focuses mostly on individuals.
Key People:
17950 W. Corporate Drive
Suite 300
Brookfield
,
WI
53045
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Dave Spano
David Spano founded Annex Wealth Management in 2000 and leads the Elm Grove-based fiduciary wealth management firm as president and CEO
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Fresh Digs: Annex Wealth Management
Owner: Sentinel Real Estate Corp.
Architect: GROTH Design Group
Contractor: Venture Construction Group
Costs: Undisclosed
Completed: January 2024
Annex Wealth Management in January moved...
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