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HUMAN INVESTING

LAKE OSWEGO, OR · CRD 133017 · IAPD ↗ · humaninvesting.com · 503-905-3100

$2.22BRegulatory AUM
18Advisory reps
28Employees
6Clients
1-10Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

74
April 2026 — HUMAN INVESTING grew from 14 to 18 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.