What departments does Annex Wealth Management have?

Annex Wealth Management has employees across 4 departments including Finance, Administrative, Customer Success, Analytics.

What is the largest department at Annex Wealth Management?

The largest department at Annex Wealth Management is Finance with 3 employees.

Where are Annex Wealth Management employees located globally?

Annex Wealth Management has employees across 3 continents and 3 countries including Egypt, Bangladesh, United States Of America.

How has Annex Wealth Management's team size changed over time?

Annex Wealth Management's team has grown from approximately 166 to 173 employees based on available data.

Annex Wealth Management Employee Directory

Financial ServicesWisconsin, United States51-200 Employees

Annex Wealth Management is a financial services firm that operates as a registered investment advisor, based in Brookfield, Wisconsin. It serves family, individual, and business clients by offering comprehensive, objective financial planning and ongoing asset management tailored to each client's personal circumstances. The firm emphasizes fiduciary duty, independence, and unbiased guidance, aiming to educate clients to support informed decision-making.

The company describes its approach as grounded in integrity, strong client service, and hard work as foundations of its work. In 2024, Jeff Pierce joined as president and chief operating officer.

Annex Wealth Management Global Highlights

North America
212

United States Of America
212

Asia
5

Bangladesh
5

Africa
1

Egypt
1

Annex Wealth Management's Leadership

M. C.
Chief Financial Officer
Mobile Phone
Email
J. D.
Branch Director, Appleton Office
Mobile Phone
Email
J. H.
Associate Event Manager
Mobile Phone
Email
J. J.
Lead Financial Planner
Mobile Phone
Email
T. P.
Associate Wealth Manager
Mobile Phone
Email
G. B.
Associate Wealth Manager
Mobile Phone
Email
K. A.
Client Services Manager
Mobile Phone
Email
A. K.
Wealth Manager
Mobile Phone
Email

Annex Wealth Management Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Finance
Legal
Entrepreneurship
Other
Analytics

Contact profiles from Annex Wealth Management

Name

Title

Contact Info

Location

Last Update

S. G.
Associate Wealth Manager
Mobile Phone
Email
Oct 21, 2024
C. P.
Principal
Mobile Phone
Email
Oct 17, 2024
J. G.
Principal
Mobile Phone
Email
Oct 24, 2024
P. K.
Principal
Mobile Phone
Email
Oct 22, 2024
L. K.
Wealth Management Assistant
Mobile Phone
Email
Jun 26, 2026
P. P.
Data Analytics And It Intern
Mobile Phone
Email
Jul 17, 2026
A. D.
Client Communications Liaison
Mobile Phone
Email
Oct 21, 2024
C. B.
Financial Planning Specialist
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Annex Wealth Management known for?

Annex Wealth Management operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-262-786-****

. Explore Annex Wealth Management's company overview page for more information.

What is Annex Wealth Management's most common email format?

Annex Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Annex Wealth Management email formats with LeadIQ.

How many employees does Annex Wealth Management have currently?

Annex Wealth Management has approximately 184 employees as of July 2026. These team members are located across 3 continents, including North AmericaAsiaAfrica.

Who are Annex Wealth Management's key employees and leadership?

As of July 2026, Annex Wealth Management's key employees include:

Chief Financial Officer: M. C.
Branch Director, Appleton Office: J. D.
Associate Event Manager: J. H.
Lead Financial Planner: J. J.
Associate Wealth Manager: T. P.

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Annex Wealth Management Employee Directory

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