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Annex Wealth Management
Annex Wealth Management functions as a multi-family office. Dave J. Spano holds majority ownership. The firm supplies investment management and financial...
Annex Wealth Management
Annex Wealth Management functions as a multi-family office. Dave J. Spano holds majority ownership. The firm supplies investment management and financial planning to families and individuals. It deploys capital through private equity, real estate, private credit and fund-of-funds mandates. Coverage spans growth-stage opportunities. Geographic reach centers on North America with offices in Wisconsin, Illinois and Florida. The firm also maintains a philanthropic vehicle, Annex Charitable Foundation, Inc. Kristin Reilly joined as Chief Financial Officer in 2023. The firm lists nine physical offices and maintains a partnership with the University of Wisconsin for financial-literacy programs. Brian Jacobsen serves as Chief Economist. Ownership structure places 75 percent or more with Spano and less than 5 percent with COO Steven James Dryer. No external fund vehicles or club memberships beyond the Metropolitan Milwaukee Association of Commerce appear in available records.
General information
Firm type
Multi Family Office
Year founded
2004
AUM
8050 (Altss estimate)
Location
Region
North America
Country
United States
City
Brookfield
Corporate office
Brookfield, WI, United States
Additional offices
Milwaukee, WI · Appleton, WI · Delafield, WI · Mequon, WI · Madison, WI · Naples, FL · Libertyville, IL · Whitefish Bay, WI
Principals
Dave J. Spano
CEO & Majority Owner
Steven James Dryer
COO & Minority Owner
Kristin Reilly
Chief Financial Officer
Brian Jacobsen
Chief Economist
Sector focus
Frequently asked questions
Who runs investment decisions at Annex Wealth Management?
Dave J. Spano serves as CEO and majority owner. Brian Jacobsen acts as Chief Economist. Matthew Morzy holds the title Director of Research.
Does Annex Wealth Management participate in fund commitments or only direct deals?
The firm uses fund-of-funds vehicles alongside direct private equity, real estate and private credit exposure.
Where does Annex Wealth Management maintain offices?
Headquarters sit in Brookfield, Wisconsin. Additional offices operate in Milwaukee, Appleton, Delafield, Mequon, Madison and Whitefish Bay, Wisconsin, plus Libertyville, Illinois and Naples, Florida.
What is Annex Wealth Management's known posture on co-investments alongside external GPs?
No specific co-investment policy is stated in available records.
How is Annex Wealth Management related to Annex Charitable Foundation, Inc.?
Annex Charitable Foundation, Inc. serves as the firm's philanthropic vehicle.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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