Expressive Wealth LLC
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 329974
- Registered since
- February 23, 2024
- Website
- expressivewealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI79.22%
- Individuals20.78%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Expressive Wealth LLC is an independent, SEC‑registered registered investment adviser organized as an LLC and owned by an individual. The firm became SEC-registered in 2024 and describes itself as a capital allocator serving individual and family clients. Advisory services center on financial planning, portfolio management for individuals and small businesses, pension consulting-related services, and selecting third‑party advisers. Its fee arrangements are a mix of percentage‑of‑AUM, hourly, and fixed fees. The firm reports it is not an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities40%
- Public Funds/Mutual Funds27%
- US Government Bonds10%
- State & Local Bonds9%
- Investment Grade Corp Bonds9%
Owners & executives
2 of 2
Vanessa Martinez
CEO & Managing PartnerCRD 5494262
Jon Knotts
Chief Investment OfficerCRD 2194427
Contacts
3 of 7
Lauren Genuardi
Managing PartnerCRD 4662450
Darlene Duncan
Wealth AdvisorCRD 728362
Luis Marroquin
Wealth AssociateCRD 7979327
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 29Active vs passive
$49.2M in ETFs
61%
$30.1M
35%
$19.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP DIVIDEND VALUE ETF (CGDV) | Capital Group | Active | Large Value | $5.1M | 104,189 | 10.44% |
Location
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 6601 N Avondale Ave
- Time zone
- CT (UTC-6)
- Office locations
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