Humanize Wealth

RIASEC Registered

Total AUM

$47.4M

Discretionary

$47.4M

100% of AUM

Avg account

$435K

Accounts

109

Employees

Advisory reps

Firm details

Headquarters: Seattle, Washington
CRD number: 325178
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI96.12%
Individuals3.87%
Charitable Organizations0.01%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Humanize Wealth is an independent, owner-operated registered investment adviser organized as an LLC that focuses on individual and family clients. The firm provides financial planning and portfolio management for individuals, small businesses and institutions, and offers manager selection and educational seminars. Its compensation combines a percentage-of-assets fee with hourly charges. Humanize Wealth describes itself as a capital allocator and identifies as an active ESG investor, which suggests ESG considerations are integrated into investment and manager selection. The adviser maintains a small office footprint (two locations) and operates with a client-focused, hands-on service model.