# Expressive Wealth LLC

> Expressive Wealth LLC is an SEC-registered investment advisory firm in Chicago, IL, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 29, 2026.

- CRD: 329974
- Filed as: EXPRESSIVE WEALTH LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chicago, IL
- Filing period: October 2026
- Form ADV filing dated: September 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/329974
- AdvisorCensus page: https://advisorcensus.com/firm/expressive-wealth-llc-chicago-il-329974

## Quick answers

**How is Expressive Wealth LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Expressive Wealth LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Expressive Wealth LLC located?**
Expressive Wealth LLC's principal office is in Chicago, IL, according to its Form ADV.

**Is Expressive Wealth LLC registered with the SEC or a state?**
Expressive Wealth LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 329974.

**How much does Expressive Wealth LLC manage?**
Expressive Wealth LLC reports $165,171,203 in regulatory assets under management in its Form ADV filing dated September 29, 2026 (100% discretionary).

**How have Expressive Wealth LLC's assets and staff changed since 2024?**
In the Form ADV data for Expressive Wealth LLC: Regulatory assets under management: $119,975,889 in the October 2024 data and $165,171,203 in the October 2026 data, up 38%. Total employees: 6 in October 2024 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Expressive Wealth LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (129); high net worth individuals (36).

**Which custodians does Expressive Wealth LLC use?**
Expressive Wealth LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab as a custodian holding 10% or more of its separately managed account assets.

**Does Expressive Wealth LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/329974

**Does Expressive Wealth LLC state an account minimum?**
Its Form ADV Part 2A brochure dated July 15, 2026 says: "EX requires a $250,000 minimum to open an account; accounts may be opened at a lesser amount upon EX’s discretion."

**What changed in Expressive Wealth LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 7 to 9. Regulatory assets under management went from $131,082,341 to $165,171,203 (+26%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated July 15, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> EX requires a $250,000 minimum to open an account; accounts may be opened at a lesser amount upon EX’s discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $165,171,203
- Discretionary: $165,160,124
- Non-discretionary: $11,079

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 129 | $34,314,977 |
| High net worth individuals | 36 | $130,856,226 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 10 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, CA, FL, IL, MI, NY, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- expressivewealth.com
- nextdoor.com/pages/expressive-wealth-llc-chicago-il
- LinkedIn @expressive-wealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $119,975,889 | 6 | September 18, 2024 |
| October 2025 | $131,082,341 | 7 | July 31, 2025 |
| October 2026 | $165,171,203 | 10 | September 29, 2026 |

Regulatory assets under management: $119,975,889 in the October 2024 data and $165,171,203 in the October 2026 data, up 38%.
Total employees: 6 in October 2024 and 10 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 7 to 9.
- Regulatory assets under management went from $131,082,341 to $165,171,203 (+26%).

### January 2026
- No longer registered or notice-filed in IN, SD, TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Expressive Wealth LLC (CRD 329974): Form ADV filing data as of October 2026.