Expressive Wealth Llc
- Regulatory AUM
- $165M
- Discretionary
- $165M
- Clients
- 165
- Avg AUM / client
- $1.0M
- Accounts
- 468
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 129 | $34.3M | 20.8% |
| High net worth individuals | 36 | $131M | 79.2% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Lauren Michelle Genuardi | Managing Partner/Cco | CFP | Mar 2024 (2y) | 50% – 75% |
| Vanessa N Martinez | Managing Partner | Mar 2024 (2y) | 50% – 75% | |
| Darlene Sue Duncan | Registered representative | Mar 2024 (2y) | ||
| Jon Aaron Knotts | Registered representative | May 2024 (2y) | ||
| Katarzyna Richardson | Registered representative | Jun 2024 (2y) | ||
| Luis Enrique Marroquin | Registered representative | Aug 2024 (2y) | ||
| Stephanie Marie Morawski | Registered representative | Dec 2024 (2y) | ||
| Ronald E Loyo | Registered representative | Aug 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/15/2026 | 921 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $163M (99% of AUM) Jul 2026
- Capital Group $207K (0% of AUM) Jan 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 15, 2026.
View current Form ADV (SEC/IAPD) ↗