Expressive Wealth LLC
● SEC registered since 2024CRD 329974SEC# 801-129561Chicago, IL
Reg. AUM
$165.2M
Employees
10
Accounts
468
Location
Chicago, IL
Expressive Wealth LLC assets under management
Expressive Wealth LLC operates as an SEC-registered investment adviser based in Chicago, IL. The firm has been registered since 2024. It reports $165.2 million in regulatory assets under management and employs 10 people.
Expressive Wealth LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Lauren Michelle Genuardi Control | Managing Partner | 50-75% | 2024 |
| Matthew Paul Murray | Chief Compliance Officer | Under 5% | 2025 |
| Vanessa N Martinez Control | Managing Partner | 50-75% | 2024 |
Frequently asked questions
How much does Expressive Wealth LLC manage?
Expressive Wealth LLC reports $165.2 million in regulatory assets under management on its Form ADV.
How many employees does Expressive Wealth LLC have?
Expressive Wealth LLC reports 10 employees.
Where is Expressive Wealth LLC located?
Expressive Wealth LLC is based in Chicago, IL and has been SEC-registered since 2024.
Does Expressive Wealth LLC disclose fund performance?
Expressive Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6650 N Northwest Hwy, Suite 1w, Chicago, IL 60631 |
| Phone | 847-595-8812 |
| Office hours | 8 a.m. - 4:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$165.2M▲ 32%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 80%
Larger than 20% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$165.2Mregulatory AUM
Discretionary $165.2MNon-discretionary $11K