Chicago, IL N. Avondale Ave logo

Chicago, IL N. Avondale Ave Office

Team
Updated today
Expressive Wealth LLC logo

Expressive Wealth LLC

Team

Firm-wide stats for Expressive Wealth LLC

Total advisors

8

Across 4 offices

Clients per advisor

21 Very Low

Avg AUM per client

$1,001,038 Typical

HNW client ratio

22% Low

About

Expressive Wealth works with individuals, high‑net‑worth clients, trusts or estates, and retirement plans, offering discretionary asset management, ERISA 3(38) plan services, modular financial planning, and consultation. The firm also supports held‑away accounts via a third‑party platform and uses Sub‑Advisors to manage all or portions of client portfolios.

Investment decisions are based on each client’s goals, time horizon and risk tolerance and draw on fundamental, technical and cyclical analysis as appropriate; portfolios may include alternatives, options, and both long‑ and short‑term trading tactics. Accounts are reviewed at least quarterly for rebalancing and risk, and the firm explicitly assesses Sub‑Advisors’ strategies, holdings, concentrations and leverage as part of its oversight.

Compared with many similar team firms, Expressive Wealth operates from multiple offices and discloses practices around leverage and borrowing in separately managed accounts, a combination that is uncommon among peers. It is also notable for offering ERISA 3(38) fiduciary services alongside both modular financial planning and the option to manage defined‑contribution participant accounts through an aggregation platform.

Based on Expressive Wealth LLC

Expertise

Private / alternative investments Options & derivatives strategies Wealth management

Based on Expressive Wealth LLC

Occupation focus

Founder/Business Owner

Based on Expressive Wealth LLC

Location

6601 N. Avondale Ave, Suite 200

Chicago IL 60631

Advisors at this office

5

Advisors at this office

user avatar

Jon K

Series 63, Series 65

Chicago, IL

Expressive Wealth LLC

Jon Knotts is a financial advisor at Expressive Wealth LLC in Chicago, with two years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes roles at Zacks Investment Research and Benzinga.com. He is also the owner of Fiscal Investor, a financial literacy website. Expressive Wealth LLC serves individuals, high-net-worth clients, trusts, estates, and retirement plans by offering discretionary asset management, ERISA 3(38) plan services, and modular financial planning. The firm employs fundamental, technical, and cyclical analysis to tailor investments to clients’ goals and risk tolerances and maintains active oversight of sub-advisors and portfolio risk.

Private / alternative investments Options & derivatives strategies Wealth management Founder/Business Owner
user avatar

Katarzyna R

Series 63, Series 65

Chicago, IL

Expressive Wealth LLC

Katarzyna Richardson is a financial advisor at Expressive Wealth LLC in Chicago, IL, with eight years of industry experience. She holds Series 63 and Series 65 designations. Her prior work includes roles at Eddie Patel Inc., National Financial Services LLC, Charles Schwab, and FIDELITY Brokerage Services LLC. Expressive Wealth serves individuals, high-net-worth clients, trusts, estates, and retirement plans by providing discretionary asset management, ERISA 3(38) plan services, modular financial planning, and consultation. The firm employs fundamental, technical, and cyclical analysis in its investment decisions and offers oversight of Sub-Advisors’ strategies as part of its portfolio management.

Private / alternative investments Options & derivatives strategies Wealth management Founder/Business Owner
user avatar

Luis M

Series 65

Chicago, IL

Expressive Wealth LLC

Luis Marroquin is a financial advisor at Expressive Wealth LLC in Chicago, IL, holding a Series 65 designation with two years of industry experience. His prior roles include positions at Empowered Network and Syd Jerome. Expressive Wealth LLC serves individuals, high-net-worth clients, trusts, estates, and retirement plans, offering discretionary asset management, ERISA 3(38) plan services, modular financial planning, and consultation. The firm’s investment approach incorporates fundamental, technical, and cyclical analysis, with portfolios that may include alternatives, options, and various trading strategies.

Private / alternative investments Options & derivatives strategies Wealth management Founder/Business Owner
user avatar

Lauren G

CFP®, Series 65

Chicago, IL

Expressive Wealth LLC

Lauren Genuardi is a CFP® with 14 years of industry experience and is currently with Expressive Wealth LLC, where she has worked since 2024. Her prior experience includes positions at Telemus Capital, LLC and Barrington Strategic Wealth Management Group LLC. She is also an independent insurance agent. Expressive Wealth LLC serves individuals, high-net-worth clients, trusts, estates, and retirement plans, providing discretionary asset management, ERISA 3(38) plan services, modular financial planning, and consultation. The firm uses a multi-strategy investment approach tailored to client goals and is notable for its ERISA fiduciary services and management of defined-contribution participant accounts through aggregation platforms.

Private / alternative investments Options & derivatives strategies Wealth management Founder/Business Owner
user avatar

Vanessa M

Series 63, Series 65

Chicago, IL

Expressive Wealth LLC

Vanessa Martinez is a financial advisor with Expressive Wealth LLC in Chicago, holding Series 63 and Series 65 credentials and 16 years of industry experience. Her prior roles include positions at Em-Powered Network and Hightower Advisors. She volunteers with SER Summits Inc., a community-building organization that hosts an annual conference for Latino Financial Advisors. Expressive Wealth LLC serves individuals, high-net-worth clients, trusts, estates, and retirement plans, offering discretionary asset management, ERISA 3(38) plan services, modular financial planning, and consultation. The firm employs a client-focused investment approach incorporating fundamental, technical, and cyclical analysis, with oversight of sub-advisors and quarterly account reviews.

Private / alternative investments Options & derivatives strategies Wealth management Founder/Business Owner
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