Humanize Wealth logo

Humanize Wealth

Updated today

Client assets under management

$47,367,590

Clients

21

100% high-net worth

Advisors

2

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

11

Very Low

Average account size

$2,255,600

About

Humanize Wealth is a fee‑only, fiduciary wealth management firm that provides discretionary investment management and comprehensive financial planning to individuals, families, trusts, charitable institutions, foundations, endowments, and family‑owned entities. Financial planning is offered at no additional fee by client election, and the firm also provides project‑based consulting and family‑office style coordination for select clients.

The firm constructs portfolios using a mix of public and private strategies and integrates ESG and impact considerations into its due diligence and ongoing monitoring processes. Humanize Wealth may engage sub‑advisors, accepts limited discretionary authority for client accounts, and provides regular reporting and quarterly reviews, with proxy voting conducted according to its ESG guidelines.

A relatively uncommon aspect of Humanize Wealth’s practice is its delivery of educational seminars and speaking engagements that are explicitly educational and not tied to product sales. Founded in 2023 as a 100% employee‑owned firm with a small advisory team combining CFP and CFA credentials, the firm also highlights no‑charge family‑office style services for select clients and closer oversight of complex private and impact investments.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

ESG / Sustainable investing Private / alternative investments Wealth management Charitable giving & philanthropy

Fee options

Fixed

Educational seminars fees range from $0 to $5,000 per seminar or $0 to $250 per participant, negotiable.

Percentage

$0 - $3,000,000: 1.00% per year $3,000,001 - $10,000,000: 0.80% per year $10,000,001 - $25,000,000: 0.65% per year $25,000,001 - $50,000,000: 0.50% per year $50,000,001+: 0.35% per year

Project-based

$375 per hour for project-based financial consulting, negotiable.

Other

Account minimum: $2,000,000 minimum Fee-only: Hourly fee of $375 for project-based financial consulting, negotiable.

Main office location

Humanize Wealth

2800 1 St Avenue, Suite 329

Seattle WA 98121, United States

Number of offices

1

Most active in

Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Kyle M

CFA®, Series 63, Series 65

Seattle, WA

Humanize Wealth

Kyle Mylius is a CFA® charterholder with 12 years of industry experience. He currently serves as an advisor at Humanize Wealth Partners LLC, where he has worked since 2023. His prior roles include positions at Newground Social Investment, Braided Water, Green Canopy, Threshold Group, and The Caprock Group. Humanize Wealth is a fee-only, fiduciary wealth management firm that provides discretionary investment management and comprehensive financial planning to individuals, families, trusts, charitable institutions, foundations, endowments, and family-owned entities. The firm integrates ESG and impact considerations into its investment process and offers educational seminars and family-office style services for select clients.

ESG / Sustainable investing Private / alternative investments Wealth management Charitable giving & philanthropy

Leslie R

CFP®

Seattle, WA

Humanize Wealth

Hi, I’m Leslie. I co-founded Humanize Wealth out of my desire to create connections between clients and their communities that have a positive impact on social and economic equity, racial justice, and the environment. I have spent most of my 15+ year career in wealth management – from working with billionaires at a global Wall Street firm to tech entrepreneurs at an independent firm in Seattle. My work at Humanize Wealth combines my years of experience managing portfolios and building financial plans with my desire to help people realize the power of their wealth to make meaningful & systemic change. As a financial planner, I help people gain clarity around their situation, envision the life and impact they want to have, and serve as a guide to develop and implement solutions. Humanize Wealth's integrated offering combines detailed financial planning, thoughtful investment management and the opportunity to engage with community. Our clients are committed to using the power of their wealth to promote the well being of their families, communities and the planet. If this sounds like you, we'd love to connect!

Inherited wealth LGBTQIA
Warmer team member

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