Annex Wealth Management is a asset manager based in Elm Grove, United States. Verified contact details, AUM data, and investment preferences on FindLPs.
Annex Wealth Management delivers comprehensive, custom-tailored wealth management services to each client.
Investment types: Investment Funds, Venture Capital, Short-Term Investments, Private Equity, Growth Capital, Joint Venture/Partner
Sectors & themes: Wealth & Estate Planning, Trust Management, Retirement Planning, Real Estate Services & Management, Legal & Tax Services, Investment Management, Business & Administrative Services Finance, Financial Services, Real Estate, Real Estate Services & Management & Management, Commercial & Professional Services, Professional Business Services
Preferred geographies: United States
Location: 12700 W Bluemound Rd\nSuite 200\nElm Grove\nWisconsin\n53122\nUnited States
FindLPs holds verified direct email addresses and phone numbers for decision-makers at Annex Wealth Management. Contact details are masked on the free plan — start a plan to unlock full access and CSV export.
Unlock Contact DetailsSearch 25,850 limited partners with verified contact details.
LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.