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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Expressive Wealth LLC
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|---|---|
| CRD # | 329974 |
| SEC # | 801-129561 |
| CIK # | |
| AUM | $131.1 M (2025-07-31) |
| Employees | 7 (100% Investors, 0% Brokers) |
| Phone | 847-595-8812 |
| Address | 6650 N Northwest Hwy Chicago, IL 60631 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 98 | 24.0 |
| (b) Individuals (high net worth individuals) | 33 | 107.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 329 | 131.1 |
| By Discretionary | ||
| Discretionary | 329 | 131.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 329 | 131.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 131.1 | |
| Total | 329 | 131.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Lightsquare Wealth Management LLC
✚
|
MI | 0.1 |
|
Five Eleven Family Office LLC
✚
|
NY | 0.1 |
|
GEA Sphere LLC
✚
|
RI | 0.1 |
|
Lucien Stirling & Gray Advisory Group Inc
✚
|
TX | 0.1 |
|
Avocet Capital Management LLC
✚
|
IL | 0.1 |
|
Brazos Wealth Advisors LLC
✚
|
TX | 0.1 |
|
Jefferson Bridge Capital LLC
✚
|
TN | 0.1 |
|
New England Schooner Inc
✚
|
MA | 0.1 |
|
Intercarolina Financial Services Inc
✚
|
NC | 0.1 |
|
October Wealth Advisors Inc
✚
|
AR | 0.1 |