# HUMANIZE WEALTH

HUMANIZE WEALTH is a Multi Family Office based in Seattle, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Seattle, United States
- **Assets under management:** Undisclosed
- **Website:** humanizewealth.com
- **LinkedIn:** https://www.linkedin.com/company/humanize-wealth

## Regulatory record

- **CRD number:** 325178
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/325178

## About

Humanize Wealth is a 100% employee-owned, independent registered investment advisor that is women-led. The firm offers values-driven wealth management services balancing individual needs alongside shared prosperity. It was founded to help investors activate their wealth to address inequality and climate change through values-aligned investments.

## Sectors

- Private Credit
- Hedge Funds
- Real Estate

## People

- Leslie Rosenberg — CFP®, Partner & Head of Financial Planning
- Kyle Mylius — CFA, Partner & Head of Investments
- Jenae Poe — Partner & Head of Client Experience

## Questions

### How does HUMANIZE WEALTH source proprietary deal flow?

The firm sources deals through a combination of existing manager relationships, direct outreach to family offices and institutional investors, and inbound referrals from its client network. It does not maintain a public deal-sourcing platform or database.

### Does HUMANIZE WEALTH participate in fund commitments or only direct deals?

The firm engages in both primary fund commitments and direct co-investments. Its strategy includes allocations to private credit funds and hedge funds, as well as direct real estate acquisitions and co-investment opportunities alongside external general partners.

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- [Integrated Planning & Investments](https://altss.com/profile/integrated-planning-and-investments)
- [Arkhouse](https://altss.com/profile/arkhouse)

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Last updated: 2026-08-11T15:07:05.535Z

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