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Humanize Wealth

Humanize Wealth. CRD 325178

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CRD: 325178

Humanize Wealth

Seattle, WA, 98121
2065886550
www.humanizewealth.com
$47.4M Total AUM
$47.4M Disc. AUM
-- 3Y CAGR
3 Employees
21 ADV. Clients
3 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท JP Morgan
Clients
Retail and Institutional
Platforms
Ember frontierRidge
Established Date
04-01-2023
Office Locations
1

Office Locations

2800 1ST AVE Suite 329 Seattle WA

About Humanize Wealth

Humanize Wealth Partners LLC (d/b/a Humanize Wealth) is a Washington-registered RIA providing values-driven financial planning, wealth management, and impact-oriented investment guidance. The firm builds values-aligned stock and bond portfolios and pursues themes such as climate and nature-based solutions, employee-owned companies, and access to housing, health, and financing. Client portfolios commonly use ETFs and public funds.

Team overview

-- AVG AGE
$15.8M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
3.1 yrs AVG TENURE
3 Employees
3 Advisory Reps
2 RIA Reps
3yrs Firm Age

Insights

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Accredited Investors

Quantum fusion

Asset Classes

Horizon North pathway Wave Pathway horizon Atlas vital Catalyst Insight element

Client Personas

Pathway pathway

Custodian

Prime Bridge Harbor catalyst Radial bridge Ridge bridge Summit

Fund Managers

Zenith

Investment Themes

Frontier beacon Unison frontier Ember Oak Radial peak

Investment Vehicles

Frontier

Platform

Unison matrix

Services

Wave Capital Crest insight Eagle beacon Momentum unison Quantum Focus delta Bridge capital Foundation Vector Vector

Technology

Catalyst wave Fusion horizon

Owner & Executives

KYLE VANN MYLIUS

KYLE VANN MYLIUS

Head Of Investments, PARTNER

CRD
#2658148
Ownership
25% but less than 50%
(211) 447-8214
meridian.atlas@crestcapital.com
in linkedin.com/in/glacier-peak
LESLIE BROOKS ROSENBERG

LESLIE BROOKS ROSENBERG

PARTNER

CRD
#5173650
Ownership
25% but less than 50%
(810) 233-8570
timber.unison@atlascapital.com
in linkedin.com/in/peak-radial
A

Alpha horizon

Ridge zenith harbor

CRD
#25580
Ownership
26.1%
(706) 627-5207
fusion.vertex@primecapital.com
in linkedin.com/in/capital-bridge

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $47,370,973 --
Non-Discretionary $0 --
Total $47,370,973 --

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Separately Managed Accounts

Total SMA Asset: $47,370,973

$47.4M Total SMA
Public Funds:
11.7%
Equity - Exchange:
14.0%
Other:
11.2%
Corporate - Investment Grade:
10.7%
Sovereign Bonds:
9.6%
Cash:
8.5%
Equity - OTC:
17.5%
Other:
16.8%
Asset class Assets Assets %
Public Funds $636,890,627 11.7%
Equity - Exchange $762,091,349 14.0%
Other $609,673,079 11.2%
Corporate - Investment Grade $582,455,531 10.7%
Sovereign Bonds $522,576,925 9.6%
Cash $462,698,319 8.5%
Equity - OTC $952,614,186 17.5%
Other $914,509,618 16.8%
Total $5,443,509,634 100.0%

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