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| Expressive Wealth LLC
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| CRD # | 329974 |
| SEC # | 801-129561 |
| CIK # | 0002026980 |
| AUM | 165.2 M (2026-05-22) |
| Employees | 10 (90% Investors, 0% Brokers) |
| Phone | 847-595-8812 |
| Address | 6650 N Northwest Hwy Chicago, IL 60631 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002026980 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 5.3 | ||
| Nvidia Corp | 2.9 | ||
| Broadcom Inc | 2.2 | ||
| Microsoft Corp | 2.1 | ||
| Apple Inc | 1.9 | ||
| Alphabet Inc | 1.8 | ||
| Amazon Com Inc | 1.7 | ||
| Facebook Inc | 1.2 | ||
| Caterpillar Inc | 1.1 | ||
| Johnson & Johnson | 1.0 | ||
| Lilly Eli & Co | 1.0 | ||
| Applied Materials Inc /DE | 1.0 | ||
| Palantir Technologies Inc | 1.0 | ||
| J P Morgan Chase & Co | 0.9 | ||
| Gilead Sciences Inc | 0.9 | ||
| Powell Industries Inc | 0.9 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 129 | 34.3 |
| (b) Individuals (high net worth individuals) | 36 | 130.9 |
| (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 | 468 | 165.2 |
| By Discretionary | ||
| Discretionary | 467 | 165.2 |
| Non-Discretionary | 1 | 0.0 |
| Total | 468 | 165.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 165.2 | |
| Total | 468 | 165.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002026980] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Feltl Advisors LLC
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MN | 165.6 M |
|
MK Brown Wealth Advisory LLC
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KS | 165.5 M |
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Dedeker Financial LLC
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MN | 165.5 M |
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KC Asset Management Inc
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165.4 M | |
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Wolfers Asset Management LLC
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165.3 M | |
|
Redswan PC Inc
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TX | 165.3 M |
|
New England Schooner Inc
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MA | 165.2 M |
|
PR Wealth Management Group Inc
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IL | 164.9 M |
|
Wilkinson Wealth Management LLC
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AZ | 164.7 M |