RIA Intel›Advisers›EXPAND FINANCIAL, LLC

EXPAND FINANCIAL, LLC

Advisory

N·

Data as of Mar 2, 2026 · Source: SEC Form ADV

Total AUM
$2.8B
1-Year AUM Growth
+50.2%
3-Year CAGR
+87.2%
Employees
6
Assets Under Management
Total AUM$2.8B
Discretionary AUM$2.7B
Non-Discretionary AUM$76M
Discretionary %97.3%
Total Clients1,599
Team
Total Employees6
Investment Advisers6
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record22
First FilingMay 28, 2021
Latest FilingMar 2, 2026
🔒 Full AUM trend chart and 22 historical filings spanning 5+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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