Humanize Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Humanize Wealth provides comprehensive wealth management, investment management, and financial planning to a small, primarily individual client base that also includes families, trusts, foundations, endowments, and family-owned entities. The firm offers project-based financial consulting and educational seminars or speaking engagements in addition to continuous portfolio oversight and planning services.
The firm describes a tailored, fiduciary approach that integrates asset allocation, tax-aware portfolio construction, and holistic planning; it also routinely incorporates third‑party sub‑advisors for specialized sleeves such as custom/direct indexing and separately managed fixed‑income accounts. Humanize Wealth explicitly integrates ESG and impact considerations into public and private investments, conducts due diligence on private offerings, and treats non‑managed assets (assets under advisement) as part of the overall planning process.
Noteworthy features for a small, employee‑owned manager‑managed firm include a boutique scale (roughly $47 million in AUM with a limited number of client relationships) combined with family‑office style coordination for select clients at no additional charge. It is also uncommon among peers of this size to run public or group educational seminars and to routinely use institutional sub‑advisors for custom indexing and tax‑managed sleeves while emphasizing impact‑first private investment options and philanthropic/political donation strategy work.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0 - $3,000,000: 1.00% per year $3,000,000 - $10,000,000: 0.80% per year $10,000,000 - $25,000,000: 0.65% per year $25,000,000 - $50,000,000: 0.50% per year $50,000,000+: 0.35% per year
$400 per hour for project-based financial consulting (fees negotiable)
Account minimum: $2,000,000 Minimum fee: $10,000 minimum annual fee, waivable at advisor discretion Fee-only: Wealth management and financial planning services provided on a fee-only basis, charged as a percentage of AUM and hourly fees for consulting
Main office
2800 1st Ave, Suite 329
Seattle WA 98121
Advisors at this office
2
Most active in
Washington
Also doing business as
Humanize Wealth · Humanize Wealth Partners · Humanize Wealth Partners LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
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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