EXPRESSIVE WEALTH LLC

RIASEC RegisteredEst. 2024

Total AUM

$165M

Discretionary

$165M

100% of AUM

Avg account

$353K

Accounts

468

Employees

10

Advisory reps

9

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

FINTRX

Overview

Expressive Wealth LLC is an independent, SEC‑registered registered investment adviser organized as an LLC and classified as a capital allocator serving individual and family clients. The firm offers a mix of fee arrangements including percentage of AUM, hourly charges and fixed fees, and provides financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. The firm does not identify itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client 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

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 29

Active vs passive

$51.4M in ETFs

Passive

62%

$31.7M

Active

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%

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Primary office

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: 6650 N Northwest Hwy
Time zone: CT (UTC-6)
Office locations

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