ANNEX ADVISORY SERVICES, LLC
Legal name: ANNEX WEALTH MANAGEMENT, LLC
CRD #127987 SEC #801-63505 BROOKFIELD, WI 262-786-6363
SEC Registered
Total AUM
$7.9B
Discretionary
$7.7B
Employees
144
Clients
--
Accounts
21,861
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $7.9B | $7.7B | $229.4M | 144 | 0 |
| Jul 2025 | $6.9B | $6.7B | $213.8M | 144 | 0 |
| Apr 2025 | $6.2B | $6B | $207M | 144 | 0 |
| Jul 2024 | $5.6B | $5.4B | $193.7M | 139 | 0 |
| Jun 2024 | $5.6B | $5.4B | $193.7M | 139 | 0 |
| Jan 2024 | $5.1B | $4.9B | $183.8M | 139 | 0 |
| Jan 2024 | $5.1B | $4.9B | $183.8M | 139 | 0 |
| Aug 2023 | $4.8B | $4.6B | $191.2M | 114 | 0 |
| Aug 2023 | $4.8B | $4.6B | $191.2M | 114 | 0 |
| Mar 2023 | $4.2B | $4B | $163.1M | 114 | 0 |
| Nov 2022 | $4.6B | $4.4B | $203.2M | 97 | 0 |
| Jul 2022 | $4.6B | $4.4B | $203.2M | 97 | 0 |
| Mar 2022 | $4.6B | $4.4B | $203.2M | 97 | 0 |
| Jan 2022 | $4.5B | $4.3B | $206.7M | 91 | 0 |
| Mar 2021 | $3.8B | $3.6B | $213.7M | 88 | 0 |
| Sep 2020 | $2.7B | $2.5B | $189.1M | 71 | 0 |
| Sep 2020 | $2.7B | $2.5B | $189.1M | 71 | 0 |
| Jul 2020 | $2.7B | $2.5B | $189.1M | 71 | 0 |
| Jun 2020 | $2.7B | $2.5B | $189.1M | 71 | 0 |
| May 2020 | $2.4B | $2.2B | $171.2M | 72 | 0 |
| Mar 2020 | $2.4B | $2.2B | $171.2M | 72 | 0 |
| Feb 2020 | $2.4B | $2.2B | $195M | 66 | 0 |
| Nov 2019 | $2.4B | $2.2B | $195M | 66 | 0 |
| Jun 2019 | $2.2B | $2B | $185.2M | 65 | 0 |
| May 2019 | $2.2B | $2B | $185.2M | 65 | 0 |
| Mar 2019 | $2.1B | $2B | $181.1M | 69 | 0 |
| Mar 2018 | $1.8B | $1.7B | $170.7M | 69 | 0 |
| Aug 2017 | $1.5B | $1.4B | $139.2M | 62 | 4,300 |
| Aug 2017 | $1.5B | $1.4B | $139.2M | 62 | 4,300 |
| Mar 2017 | $1.4B | $1.2B | $133.3M | 60 | 4,300 |
| Sep 2016 | $1B | $974M | $68.3M | 55 | 3,600 |
| May 2016 | $1B | $974M | $68.3M | 55 | 3,600 |
| Apr 2016 | $1B | $974M | $68.3M | 55 | 3,600 |
| Mar 2016 | $1B | $974M | $68.3M | 55 | 3,600 |
| Oct 2015 | $1B | $969.6M | $56.1M | 51 | 3,600 |
| Jul 2015 | $1B | $969.6M | $56.1M | 51 | 3,600 |
| Mar 2015 | $913.8M | $894.2M | $19.6M | 48 | 3,400 |
| Oct 2014 | $827.8M | $809.6M | $18.2M | 40 | 2,800 |
| Sep 2014 | $827.8M | $809.6M | $18.2M | 40 | 2,800 |
| Mar 2014 | $735.5M | $717.7M | $17.8M | 40 | 2,800 |
| Dec 2013 | $523M | $508.9M | $14.1M | 43 | 2,100 |
| Mar 2013 | $523M | $508.9M | $14.1M | 43 | 2,100 |
| Mar 2012 | $374.6M | $359.2M | $15.3M | 11 | 1,600 |
| Feb 2012 | $326.5M | $311.1M | $15.3M | 11 | 1,600 |
| Jan 2012 | $326.5M | $311.1M | $15.3M | 11 | 1,600 |
| Aug 2011 | $278.8M | $265.4M | $13.4M | -- | -- |
| Apr 2011 | $278.8M | $265.4M | $13.4M | -- | -- |
| Mar 2011 | $258.8M | $246.9M | $11.8M | -- | -- |
| Mar 2011 | $258.8M | $246.9M | $11.8M | -- | -- |
| Dec 2010 | $190.1M | $184.5M | $5.7M | -- | -- |
| May 2010 | $125.1M | $119.7M | $5.4M | -- | -- |
| May 2010 | $125.1M | $119.7M | $5.4M | -- | -- |
| Apr 2009 | $110M | $106.7M | $3.3M | -- | -- |
| Mar 2009 | $110M | $106.7M | $3.3M | -- | -- |
| Jan 2008 | $102M | $100.7M | $1.3M | -- | -- |
| Sep 2007 | $102M | $100.7M | $1.3M | -- | -- |
| Aug 2007 | $102M | $100.7M | $1.3M | -- | -- |
| May 2007 | $102M | $100.7M | $1.3M | -- | -- |
| Mar 2007 | $92M | $90.6M | $1.3M | -- | -- |
| Jan 2006 | $40.5M | $39.7M | $846.4K | -- | -- |
| Dec 2005 | $40.5M | $39.7M | $846.4K | -- | -- |
| Sep 2005 | $40.5M | $39.7M | $846.4K | -- | -- |
| Sep 2005 | $27.9M | $27.2M | $688.6K | -- | -- |
| May 2005 | $27.9M | $27.2M | $688.6K | -- | -- |
| Jan 2005 | $27.9M | $27.2M | $688.6K | -- | -- |
| Jan 2005 | $27.9M | $27.2M | $688.6K | -- | -- |
DateNov 2025
Total AUM$7.9B
Discretionary$7.7B
Non-Disc.$229.4M
Employees144
Clients0
DateJul 2025
Total AUM$6.9B
Discretionary$6.7B
Non-Disc.$213.8M
Employees144
Clients0
DateApr 2025
Total AUM$6.2B
Discretionary$6B
Non-Disc.$207M
Employees144
Clients0
DateJul 2024
Total AUM$5.6B
Discretionary$5.4B
Non-Disc.$193.7M
Employees139
Clients0
DateJun 2024
Total AUM$5.6B
Discretionary$5.4B
Non-Disc.$193.7M
Employees139
Clients0
DateJan 2024
Total AUM$5.1B
Discretionary$4.9B
Non-Disc.$183.8M
Employees139
Clients0
DateJan 2024
Total AUM$5.1B
Discretionary$4.9B
Non-Disc.$183.8M
Employees139
Clients0
DateAug 2023
Total AUM$4.8B
Discretionary$4.6B
Non-Disc.$191.2M
Employees114
Clients0
DateAug 2023
Total AUM$4.8B
Discretionary$4.6B
Non-Disc.$191.2M
Employees114
Clients0
DateMar 2023
Total AUM$4.2B
Discretionary$4B
Non-Disc.$163.1M
Employees114
Clients0
DateNov 2022
Total AUM$4.6B
Discretionary$4.4B
Non-Disc.$203.2M
Employees97
Clients0
DateJul 2022
Total AUM$4.6B
Discretionary$4.4B
Non-Disc.$203.2M
Employees97
Clients0
DateMar 2022
Total AUM$4.6B
Discretionary$4.4B
Non-Disc.$203.2M
Employees97
Clients0
DateJan 2022
Total AUM$4.5B
Discretionary$4.3B
Non-Disc.$206.7M
Employees91
Clients0
DateMar 2021
Total AUM$3.8B
Discretionary$3.6B
Non-Disc.$213.7M
Employees88
Clients0
DateSep 2020
Total AUM$2.7B
Discretionary$2.5B
Non-Disc.$189.1M
Employees71
Clients0
DateSep 2020
Total AUM$2.7B
Discretionary$2.5B
Non-Disc.$189.1M
Employees71
Clients0
DateJul 2020
Total AUM$2.7B
Discretionary$2.5B
Non-Disc.$189.1M
Employees71
Clients0
DateJun 2020
Total AUM$2.7B
Discretionary$2.5B
Non-Disc.$189.1M
Employees71
Clients0
DateMay 2020
Total AUM$2.4B
Discretionary$2.2B
Non-Disc.$171.2M
Employees72
Clients0
DateMar 2020
Total AUM$2.4B
Discretionary$2.2B
Non-Disc.$171.2M
Employees72
Clients0
DateFeb 2020
Total AUM$2.4B
Discretionary$2.2B
Non-Disc.$195M
Employees66
Clients0
DateNov 2019
Total AUM$2.4B
Discretionary$2.2B
Non-Disc.$195M
Employees66
Clients0
DateJun 2019
Total AUM$2.2B
Discretionary$2B
Non-Disc.$185.2M
Employees65
Clients0
DateMay 2019
Total AUM$2.2B
Discretionary$2B
Non-Disc.$185.2M
Employees65
Clients0
DateMar 2019
Total AUM$2.1B
Discretionary$2B
Non-Disc.$181.1M
Employees69
Clients0
DateMar 2018
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$170.7M
Employees69
Clients0
DateAug 2017
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$139.2M
Employees62
Clients4,300
DateAug 2017
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$139.2M
Employees62
Clients4,300
DateMar 2017
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$133.3M
Employees60
Clients4,300
DateSep 2016
Total AUM$1B
Discretionary$974M
Non-Disc.$68.3M
Employees55
Clients3,600
DateMay 2016
Total AUM$1B
Discretionary$974M
Non-Disc.$68.3M
Employees55
Clients3,600
DateApr 2016
Total AUM$1B
Discretionary$974M
Non-Disc.$68.3M
Employees55
Clients3,600
DateMar 2016
Total AUM$1B
Discretionary$974M
Non-Disc.$68.3M
Employees55
Clients3,600
DateOct 2015
Total AUM$1B
Discretionary$969.6M
Non-Disc.$56.1M
Employees51
Clients3,600
DateJul 2015
Total AUM$1B
Discretionary$969.6M
Non-Disc.$56.1M
Employees51
Clients3,600
DateMar 2015
Total AUM$913.8M
Discretionary$894.2M
Non-Disc.$19.6M
Employees48
Clients3,400
DateOct 2014
Total AUM$827.8M
Discretionary$809.6M
Non-Disc.$18.2M
Employees40
Clients2,800
DateSep 2014
Total AUM$827.8M
Discretionary$809.6M
Non-Disc.$18.2M
Employees40
Clients2,800
DateMar 2014
Total AUM$735.5M
Discretionary$717.7M
Non-Disc.$17.8M
Employees40
Clients2,800
DateDec 2013
Total AUM$523M
Discretionary$508.9M
Non-Disc.$14.1M
Employees43
Clients2,100
DateMar 2013
Total AUM$523M
Discretionary$508.9M
Non-Disc.$14.1M
Employees43
Clients2,100
DateMar 2012
Total AUM$374.6M
Discretionary$359.2M
Non-Disc.$15.3M
Employees11
Clients1,600
DateFeb 2012
Total AUM$326.5M
Discretionary$311.1M
Non-Disc.$15.3M
Employees11
Clients1,600
DateJan 2012
Total AUM$326.5M
Discretionary$311.1M
Non-Disc.$15.3M
Employees11
Clients1,600
DateAug 2011
Total AUM$278.8M
Discretionary$265.4M
Non-Disc.$13.4M
Employees--
Clients--
DateApr 2011
Total AUM$278.8M
Discretionary$265.4M
Non-Disc.$13.4M
Employees--
Clients--
DateMar 2011
Total AUM$258.8M
Discretionary$246.9M
Non-Disc.$11.8M
Employees--
Clients--
DateMar 2011
Total AUM$258.8M
Discretionary$246.9M
Non-Disc.$11.8M
Employees--
Clients--
DateDec 2010
Total AUM$190.1M
Discretionary$184.5M
Non-Disc.$5.7M
Employees--
Clients--
DateMay 2010
Total AUM$125.1M
Discretionary$119.7M
Non-Disc.$5.4M
Employees--
Clients--
DateMay 2010
Total AUM$125.1M
Discretionary$119.7M
Non-Disc.$5.4M
Employees--
Clients--
DateApr 2009
Total AUM$110M
Discretionary$106.7M
Non-Disc.$3.3M
Employees--
Clients--
DateMar 2009
Total AUM$110M
Discretionary$106.7M
Non-Disc.$3.3M
Employees--
Clients--
DateJan 2008
Total AUM$102M
Discretionary$100.7M
Non-Disc.$1.3M
Employees--
Clients--
DateSep 2007
Total AUM$102M
Discretionary$100.7M
Non-Disc.$1.3M
Employees--
Clients--
DateAug 2007
Total AUM$102M
Discretionary$100.7M
Non-Disc.$1.3M
Employees--
Clients--
DateMay 2007
Total AUM$102M
Discretionary$100.7M
Non-Disc.$1.3M
Employees--
Clients--
DateMar 2007
Total AUM$92M
Discretionary$90.6M
Non-Disc.$1.3M
Employees--
Clients--
DateJan 2006
Total AUM$40.5M
Discretionary$39.7M
Non-Disc.$846.4K
Employees--
Clients--
DateDec 2005
Total AUM$40.5M
Discretionary$39.7M
Non-Disc.$846.4K
Employees--
Clients--
DateSep 2005
Total AUM$40.5M
Discretionary$39.7M
Non-Disc.$846.4K
Employees--
Clients--
DateSep 2005
Total AUM$27.9M
Discretionary$27.2M
Non-Disc.$688.6K
Employees--
Clients--
DateMay 2005
Total AUM$27.9M
Discretionary$27.2M
Non-Disc.$688.6K
Employees--
Clients--
DateJan 2005
Total AUM$27.9M
Discretionary$27.2M
Non-Disc.$688.6K
Employees--
Clients--
DateJan 2005
Total AUM$27.9M
Discretionary$27.2M
Non-Disc.$688.6K
Employees--
Clients--