Current business record

ANNEX WEALTH MANAGEMENT, LLC

We found 1 public loan record at or above $150,000 in the current SBA release.

This is a historical government-data listing. It does not establish wrongdoing, eligibility, forgiveness, or the final amount disbursed.

Loan details

$1–2 million
Filed business name
ANNEX WEALTH MANAGEMENT, LLC
Approval date
Apr 7, 2020
Initial approval amount
$1,206,947.89
Current approval amount
$1,206,947.89
Loan status
Paid in Full (Feb 17, 2021)
Forgiveness amount
$1,215,876.00
Jobs reported
75
Address
12700 W. BLUEMOUND RD Suite 200
ELM GROVE, WI 53122-2604
Lender
CIBM Bank
NAICS code
523920
Business type
Limited Liability Company(LLC)
Congressional district
WI-05