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| Keyboard |
| Expand Financial LLC
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|---|---|
| CRD # | 152515 |
| SEC # | 801-121644 |
| CIK # | |
| AUM | 2.8 B (2026-03-02) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 720-387-8158 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 87 | 0.0 |
| (b) Individuals (high net worth individuals) | 32 | 0.1 |
| (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 | 1,739 | 2.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,959 | 2.8 |
| By Discretionary | ||
| Discretionary | 1,907 | 2.7 |
| Non-Discretionary | 52 | 0.1 |
| Total | 1,959 | 2.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.8 | |
| Total | 1,959 | 2.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
L 1 Global Wealth LLC
✚
|
FL | 2.8 B |
|
First Endowment Development Corp
✚
|
TX | 2.8 B |
|
Diversified Enterprises LLC
✚
|
DE | 2.8 B |
|
LRI Investments LLC
✚
|
FL | 2.8 B |
|
Baystate Wealth Management LLC
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|
KS | 2.8 B |
|
Barwick & Partners Inc
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|
2.8 B | |
|
Stegner Investment Associates Inc
✚
|
KY | 2.8 B |
|
Guardian Wealth Advisors LLC
✚
|
MN | 2.7 B |
|
Dearborn Partners LLC
✚
|
IL | 2.7 B |
|
Abner Herrman & Brock LLC
✚
|
NJ | 2.7 B |