Expressive Wealth LLC

RIASEC Registered
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
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, individual-owned registered investment adviser that began SEC registration in 2024. The firm serves primarily individual and family clients and combines financial planning with portfolio management for individuals and small businesses. Its advisory scope includes selection of other advisers and pension consulting services. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee options. The firm does not identify as an active ESG investor. Expressive Wealth positions itself as a capital allocator as well as a wealth manager, routing client capital into outsourced managers and third-party vehicles alongside public-market holdings. The firm is not classified as a multi-state adviser on its snapshot, despite operating multiple offices.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 40%, Public Funds/Mutual Funds 27%, US Government Bonds 10%, State & Local Bonds 9%, Investment Grade Corp Bonds 9%, Cash & Cash Equivalents 5%40%
  • Exchange Traded Equities40%
  • Public Funds/Mutual Funds27%
  • US Government Bonds10%
  • State & Local Bonds9%
  • Investment Grade Corp Bonds9%

Owners & executives

3 of 3
  • Matthew Murray

    Matthew Murray

    Chief Compliance OfficeCRD 6006996

  • Vanessa Martinez

    Vanessa Martinez

    CEO & Managing PartnerCRD 5494262

  • Jon Knotts

    Jon Knotts

    Chief Investment OfficerCRD 2194427

Contacts

3 of 6
  • Darlene Duncan

    Darlene Duncan

    Wealth AdvisorCRD 728362

  • Ronald Loyo

    Ronald Loyo

    IARCRD 4807504

  • Lauren Genuardi

    Lauren Genuardi

    Managing PartnerCRD 4662450

Unlock 3 more contacts →

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 29

Active vs passive

$49.2M in ETFs

Passive

61%

$30.1M

Active

35%

$19.1M

ETFProviderStyleCategoryValueShares% of portfolio
CAPITAL GROUP DIVIDEND VALUE ETF (CGDV)Capital GroupActiveLarge Value$5.1M104,18910.44%

Location

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
6601 N Avondale Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth