Founder and CEO, wealth management firm · Annex Wealth Management · Brookfield, Wisconsin
Dave Spano
Dave (David) Spano, founder and CEO of Annex Wealth Management (Brookfield HQ since 2024; founded 2000). Host-associated personal-finance radio presence. Not other Spanos outside Annex.
Net worth
$50 million+
September 17, 2026
About
Dave Spano founded Annex Wealth Management in 2000 and leads the firm as chief executive officer from its Brookfield headquarters.
BizTimes Wisconsin 275 credits Annex with more than $8 billion in assets under management and about 9,400 clients, with offices across Wisconsin and northern Illinois and a fiduciary practice spanning planning, investment management, insurance assessment, tax, and estate work.
In July 2023 Annex announced a move from Elm Grove into nearly 50,000 square feet at Brookfield Lakes Corporate Center; the headquarters shift landed in early 2024. Spano has about 40 years in financial services, previously chaired the Financial Planning Association of Southern Wisconsin, and chairs the Annex Charitable Foundation.
Civic roles have included president of the Italian Community Center, Festa Italiana, and United Ethnic Festivals, plus board service with Milwaukee World Festival, Historic Third Ward, Lakeshore State Park, and the former Miller Park Stadium Board. He holds a bachelor’s degree from UW–Milwaukee and is widely known locally through personal-finance radio on WISN, WTMJ, and WHBY.
Companies and affiliations
- Annex Wealth Management
Notable facts
BizTimes Wisconsin 275: CEO of Brookfield-based Annex; founder; 40 years in the industry; AUM cited over $8 billion and about 9,400 clients on the latest profile.
BizTimes (July 12, 2023): Annex moving headquarters from Elm Grove to about 50,000 square feet in Brookfield Lakes Corporate Center; Spano quoted as president and CEO; firm founded 2000.
Annex contact page lists headquarters in Brookfield, Wis., after the 2024 move from Elm Grove.
What questions can this profile answer
- What makes Dave Spano notable?
- Dave Spano founded Annex Wealth Management in 2000 and leads the firm as chief executive officer from its Brookfield headquarters. BizTimes Wisconsin 275 credits Annex with more than $8 billion in assets under management and about 9,400 clients, with offices across Wisconsin and northern Illinois and a fiduciary…
- What is Dave Spano's estimated net worth?
- Dave Spano's estimated net worth is $50 million+ as of 2026-09-17.