Company Profile

Annex Wealth Management

Operates a wealth management firm for personal wealth management, including investments and tax planning, in the state of Wisconsin.

Company Information
Industry
Financial Services
Location
Elm Grove, Wisconsin
Leadership
David Spano
Year Founded
2001
Company Size
51-200 employees
Inc. Honors
Inc. 5000
No. 4671 (2019), No. 2316 (2016)