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HUMANIZE WEALTH
HUMANIZE WEALTH PARTNERS LLC
CRD 325178
2800 1ST AVENUE, SUITE 329, SEATTLE, WA, 98121, United States
Phone
206-588-6550
Fax
206-588-6550
Registration
— (—)
Source
State registered
Total AUM
$47.4M
Discretionary AUM
$47.4M
Team
3 total employees; 3 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 21 | $45.5M |
All web addresses on file
Official SEC filing: View on IAPD