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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-23-2024
- Office Locations
- 4
Office Locations
About Expressive Wealth LLC
Expressive Wealth is a Chicago-based wealth management and planning firm serving individuals, families, and select organizations. The team delivers holistic, values- and culture-informed planning, financial governance and education, and ongoing portfolio management, including income/tax and insurance reviews, asset allocation, and coordination with estate attorneys. Led by Vanessa Martinez, recognized by Barron’s and Forbes and featured across multiple media channels.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
LAUREN MICHELLE GENUARDI
Managing Partner, Partner
- CRD
- #4662450
- Ownership
- 50% but less than 75%
VANESSA N MARTINEZ
Chief Executive Officer, Managing Partner
- CRD
- #5494262
- Ownership
- 50% but less than 75%
Showing 2 of 3 owners & executives
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DARLENE SUE DUNCAN
Wealth Advisor
- CRD
- #728362
JON AARON KNOTTS
Director
- CRD
- #2194427
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $165,160,124 | $353,662 |
| Non-Discretionary | $11,079 | $11,079 |
| Total | $165,171,203 | $352,930 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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