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 registered investment adviser organized as a limited liability company and registered with the SEC in 2024. The firm is owned by an individual and serves primarily individuals and families. It operates as a capital allocator, routing client capital to external managers where appropriate, and charges fees on multiple bases — percentage of assets under management, hourly rates, and fixed fees. Core advisory capabilities include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. The firm does not identify as 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
$51.4M in ETFs
62%
$31.7M
35%
$19.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $5.3M | 12,238 | 10.26% |
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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