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| Keyboard |
| Expand Financial Group LLC
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|---|---|
| CRD # | 293160 |
| SEC # | 801-134940 |
| CIK # | |
| AUM | 113.5 M (2026-05-01) |
| Employees | 11 (55% Investors, 0% Brokers) |
| Phone | 916-521-5451 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 232 | 31.4 |
| (b) Individuals (high net worth individuals) | 65 | 70.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 20 | 11.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 745 | 113.5 |
| By Discretionary | ||
| Discretionary | 665 | 97.2 |
| Non-Discretionary | 80 | 16.2 |
| Total | 745 | 113.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 113.5 | |
| Total | 745 | 113.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 2 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Common Cents Wealth Management LLC
✚
|
FL | 113.7 M |
|
Pleasantdale Wealth Management LLC
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|
113.7 M | |
|
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TN | 113.5 M |
|
Blue Jay Financial Group LLC
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|
OH | 113.5 M |
|
Financial Design Group LLC
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|
NE | 113.4 M |
|
Compass Private Wealth Group LLC
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|
NJ | 113.3 M |
|
56 Capital Partners Ltd
✚
|
CO | 113.3 M |
|
Modernist Financial LLC
✚
|
OR | 113.3 M |
|
Wealth-Builders Inc
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|
113.2 M | |
|
Veltria Advisors Corp
✚
|
FL | 113.2 M |