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EXPRESSIVE WEALTH LLC

CHICAGO, IL · CRD 329974 · IAPD ↗ · 847-595-8812

$165.2MRegulatory AUM
9Advisory reps
10Employees
0Clients
0Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

25
May 2026 — EXPRESSIVE WEALTH LLC changed its website from expressivewealth.com to nextdoor.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
60
April 2026 — EXPRESSIVE WEALTH LLC reported RAUM up 26% ($131.1M -> $165.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
April 2026 — EXPRESSIVE WEALTH LLC grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
44
August 2025 — EXPRESSIVE WEALTH LLC notice-filed in AL, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
August 2025 — EXPRESSIVE WEALTH LLC added office(s): 0 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
January 2025 — EXPRESSIVE WEALTH LLC notice-filed in MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
January 2025 — EXPRESSIVE WEALTH LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
September 2024 — EXPRESSIVE WEALTH LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
August 2024 — EXPRESSIVE WEALTH LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
67
April 2024 — EXPRESSIVE WEALTH LLC grew from 1 to 3 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
95
March 2024 — EXPRESSIVE WEALTH LLC (CHICAGO, IL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.