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 RIA organized as an LLC that manages assets for individuals and families. The firm operates as a capital allocator, sourcing and appointing third‑party managers alongside direct portfolio management. Its advisory work spans comprehensive financial planning, portfolio management for individuals, small businesses and institutions, selection of outside advisers, and client education through seminars and workshops. Fee arrangements include a percentage of assets under management and hourly charges. The firm identifies as an active ESG investor and is not structured as a multi‑state adviser.