Multi Family OfficeInvests through funds, not into companiesLAST VERIFIED Jul 2026 · 1 SOURCES
Annex Wealth Management
Multi family office in Brookfield, United States; focus on real estate.
Identity
- HEADQUARTERS
- Brookfield, United States
- OFFICES
- Milwaukee, WI · Appleton, WI · Delafield, WI · Mequon, WI · Madison, WI · Naples, FL · Libertyville, IL · Whitefish Bay, WI
Investment approach
- SECTORS
- Real Estate & PropTech
Overview
This multi family office is based in Brookfield, United States. Listed sector interests include real estate. Other offices: Milwaukee, WI; Appleton, WI; Delafield, WI; 6 people are named on its team.
People
- Dave J. SpanoCEO & Majority Owner · source
- Steven James DryerCOO & Minority Owner · source
- Kristin ReillyChief Financial Officer · source
- Brian JacobsenChief Economist · source
- Brandon LehmanDirector of Annex Private Client · source
- Matthew MorzyDirector of Research · source
Frequently asked questions
Annex Wealth Management is a multi family office based in Brookfield, the United States.
Annex Wealth Management does not publicly state whether it puts its own money into companies or invests through funds.
Annex Wealth Management invests in Real Estate & PropTech.
Key people at Annex Wealth Management include Dave J. Spano (CEO & Majority Owner), Steven James Dryer (COO & Minority Owner), Kristin Reilly (Chief Financial Officer) and Brian Jacobsen (Chief Economist).