EXPRESSIVE WEALTH LLC

EXPRESSIVE WEALTH LLC of CHICAGO, IL is an SEC-registered investment adviser (CRD 329974). Regulatory assets under management: $165.2M.

Registration

• CRD: 329974
• SEC file number: 801-129561
• Type: Registered investment adviser
• Location: 6601 N. AVONDALE AVE, SUITE 200, CHICAGO, IL, 60631
• Phone: 847-595-8812
• Latest filing: 2026-07-15
• Regulatory AUM: $165.2M
• Discretionary AUM: $165.2M
• Non-discretionary AUM: $11K
• Clients: 10
• Accounts: 468

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (6)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 329974 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search