HUMANIZE WEALTH

Overview

Humanize Wealth is a small, independent registered investment adviser organized as an LLC that serves high-net-worth individuals and families. The firm operates as a capital allocator: it combines discretionary portfolio management with financial planning and the selection of outside managers. Its advisory services include portfolio management for individuals and small businesses, selection of other advisers, and client education through seminars and workshops. Fee arrangements include a percentage of assets under management and hourly charges for advisory work. Investment approach centers on pooled public funds for core exposure while layering third‑party alternative managers for return enhancement and diversification. The firm identifies itself as an active ESG investor, which suggests environmental, social and governance factors are incorporated across public and potentially private allocations. Given the client base and asset scale, Humanize Wealth emphasizes customized planning and manager selection rather than product distribution tied to a broker‑dealer.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices