Expressive Wealth LLC
Expressive Wealth LLC is an SEC-registered wealth manager in Chicago, IL with $165.2M assets under management (AUM, regulatory AUM), +26% over one year. See who owns Expressive Wealth LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 329974, SEC 801-129561, data through 2026-05-22.
- AUM (assets under management / regulatory AUM)
- $165.2M (2026-05-22)
- Firm type
- Wealth Manager
- Location
- Chicago, IL
- Employees
- 10
- Clients
- 165
- CRD
- 329974
- Ownership
- MARTINEZ, VANESSA, N; MURRAY, MATTHEW, PAUL; GENUARDI, LAUREN, MICHELLE; PATEL, EDDIE, GHANSHYAMBHAI
How much AUM does Expressive Wealth LLC have?
Expressive Wealth LLC reported $165.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-22).
Who owns Expressive Wealth LLC?
Disclosed owners and executives of Expressive Wealth LLC include MARTINEZ, VANESSA, N, MURRAY, MATTHEW, PAUL, GENUARDI, LAUREN, MICHELLE, PATEL, EDDIE, GHANSHYAMBHAI. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.