RIA Intel›Advisers›Washington›HUMANIZE WEALTH PARTNERS LLC

HUMANIZE WEALTH PARTNERS LLC

Advisory

SEATTLE, WA

Data as of Aug 17, 2026 · Source: SEC Form ADV

Average account
$435K
across 109 accounts
AUM per adviser
$16M
3 advisers

Source: SEC Form ADV. Figures as filed Aug 17, 2026.

Total AUM
$47M
Discretionary %
100%
Clients
21
Employees
3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$47M
Discretionary AUM$47M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients21
Team
Total Employees3
Investment Advisers3
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InWA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in WA

Closest by assets under management. All figures from Form ADV.

FREEDOM WEALTH MANAGEMENT LLC
SPOKANE, WA
$47M
JAMES N. BRAY, PHD DBA INVESTMENT & RETIREMENT ADVISORS
SEATTLE, WA
$47M
+3.8% 1Y
WMS WEALTH MANAGEMENT LLC
MUKILTEO, WA
$47M
RENAISSANCE ASSET ADVISORS LTD
SEATTLE, WA
$47M
0.0% 1Y
FISCALIS ADVISORY, INC.
ANACORTES, WA
$47M
MARRAM INVESTMENT MANAGEMENT, LLC
VANCOUVER, WA
$48M

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