# Humanize Wealth

> Humanize Wealth is a state-registered investment advisory firm in Seattle, WA, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 17, 2026.

- CRD: 325178
- Filed as: HUMANIZE WEALTH
- Legal name: Humanize Wealth Partners LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Seattle, WA
- Filing period: October 2026
- Form ADV filing dated: August 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/325178
- AdvisorCensus page: https://advisorcensus.com/firm/humanize-wealth-seattle-wa-325178

## Quick answers

**How is Humanize Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Humanize Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Humanize Wealth located?**
Humanize Wealth's principal office is in Seattle, WA, according to its Form ADV.

**Is Humanize Wealth registered with the SEC or a state?**
Humanize Wealth is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 325178.

**How much does Humanize Wealth manage?**
Humanize Wealth reports $47,370,973 in regulatory assets under management in its Form ADV filing dated August 17, 2026 (100% discretionary).

**What types of clients does Humanize Wealth serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (21).

**Does Humanize Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/325178

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $47,370,973
- Discretionary: $47,370,973
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $1,833,233 |
| High net worth individuals | 21 | $45,534,357 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 |
| Charitable organizations | Fewer than 5 | $3,383 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | Not reported | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2023 (3 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bsky.app/profile/humanizewealth.bsky.social
- connect.xyplanningnetwork.com/find-an-advisor/leslie-rosenberg-10092
- humanizewealth.com
- Facebook @HumanizeWealth
- Instagram @humanizewealth
- LinkedIn @humanize-wealth

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Humanize Wealth (CRD 325178): Form ADV filing data as of October 2026.