Expressive Wealth LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chicago, IL. Its latest Form ADV filing, dated April 6, 2026, reports $165M in regulatory assets under management, 10 employees, 4 offices, and 468 accounts.
Assets Under Management
$165M
Employees
10
Offices
4 offices
Total Clients
165
Primary office
CHICAGO, IL
6650 N NORTHWEST HWY, SUITE 1W, CHICAGO, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 78.2% of total clients.
Top client categories% of clientsClients
1
Individuals
78.2%
129
2
HNWI
21.8%
36
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$165Mas of April 6, 2026
Discretionary100.0%
$165M
100% of total RAUM100.0%
Non-discretionary0.0%
$11K
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$165M
Total Accounts468
10Y AUM Change+$165M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee17:1
10Y Employee Change+7 (+233.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.