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, owner-operated registered investment adviser organized as an LLC. The firm is SEC registered (2024) and positions itself as a capital allocator serving individual and family clients. Core advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of outside advisers. Its billing approach is flexible, combining percentage-of-AUM fees with hourly and fixed-fee engagements. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
FINTRXContacts
FINTRXWealth 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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