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Kyle M
CFA®, Series 63, Series 65
Seattle, WA
Humanize Wealth
Kyle Mylius is a CFA® charterholder with 13 years of industry experience. He has worked at Humanize Wealth Partners LLC since 2023 and previously held roles at Newground Social Investment, SPC, Braided Water, LLC, Green Canopy, Inc., and Threshold Group, LLC. Based in Seattle, WA, he holds Series 63 and Series 65 licenses. Humanize Wealth provides comprehensive wealth management and financial planning services to individuals, families, trusts, foundations, endowments, and family-owned entities. The firm employs a fiduciary, tailored approach integrating asset allocation, tax-aware portfolio construction, and ESG considerations, often incorporating institutional sub-advisors and offering educational seminars alongside continuous portfolio oversight.
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!
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