Overview
Assets Under Management: $131 million
Headquarters: CHICAGO, IL
High-Net-Worth Clients: 33
Average Client Assets: $3 million
Frequently Asked Questions
EXPRESSIVE WEALTH LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #329974), EXPRESSIVE WEALTH LLC is subject to fiduciary duty under federal law.
EXPRESSIVE WEALTH LLC is headquartered in CHICAGO, IL.
EXPRESSIVE WEALTH LLC serves 33 high-net-worth clients according to their SEC filing dated December 15, 2025. View client details ↓
According to their SEC Form ADV, EXPRESSIVE WEALTH LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
EXPRESSIVE WEALTH LLC manages $131 million in client assets according to their SEC filing dated December 15, 2025.
According to their SEC Form ADV, EXPRESSIVE WEALTH LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 33
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.66
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 329
Discretionary Accounts: 329
Regulatory Filings
CRD Number: 329974
Filing ID: 2033915
Last Filing Date: 2025-12-15 10:45:53
Website: 4