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EXPRESSIVE WEALTH LLC
CRD 329974 · SEC 801-129561
6650 N NORTHWEST HWY, SUITE 1W, CHICAGO, IL, 60631, United States
Phone
847-595-8812
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$165.2M
Discretionary AUM
$165.2M
Team
10 total employees; 9 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 129 | $34.3M |
| High net worth individuals | 36 | $130.9M |
States served
AL, CA, IL, MI, NY, VA, FL
All web addresses on file
Official SEC filing: View on IAPD