Falists
← Back to search

HUMANIZE WEALTH

HUMANIZE WEALTH PARTNERS LLC

CRD 325178

Visit website

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

TypeClientsAUM
High net worth individuals21$45.5M

All web addresses on file

Official SEC filing: View on IAPD