On November 5, 2025, Annex Wealth Management announced that it acquired WFA Asset Management.
Annex Wealth Management (“Annex”) announced, on November 5, 2025, that it acquired WFA Asset Management (“WFA”). Under the terms of the transaction, WFA’s team of seven, including principal Nicholas Enea, will join Annex. Further terms of the transaction were not disclosed.
Annex, based in Brookfield, Wisconsin, is a registered investment advisor offering investment, tax, insurance, and estate planning services to its clients. Annex has approximately $8 billion in client assets.
WFA, based in Whitefish Bay, Wisconsin, is a registered investment advisor offering investment management, tax preparation, and estate planning services. WFA has approximately $440 million in client assets.
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