Mandate & appetite
- Preferred strategies
- Commodities, Fixed Income, Geographic Focus, Hedge Funds, Infrastructure, Private Credit, Private Equity, Public Equities, Reinsurance & Insurance-Linked, Thematic GrowthValue Add
- Target geographies
- Frontier MarketsNorth AmericaMiddle EastUS & CanadaEuropeEmerging MarketsAsia/Pacific (APAC)
- Typical ticket
- $2m–$10m
- AUM
- $5B+
- Real-asset allocation
- RE 100%
- Appetite
- —
Investor profile
Annex Wealth Management is an independent financial service organization based in Wisconsin, offering comprehensive wealth management services such as investment management, retirement planning, and estate planning. Founded with a fiduciary commitment, the firm operates on a fee-only basis and serves clients in multiple states including Florida, Illinois, and Texas.
Unlock mandates & allocation signals
See Annex Wealth Management's active mandates and live allocation signals — plus named decision-makers, unlimited AI capital-matching and CSV export.
- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals with sources
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
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