← Tributary

HUMAN INTEREST ADVISORS LLC

SAN FRANCISCO, CA · CRD 269875 · IAPD ↗ · humaninterest.com · (855) 622-7824

$8.10BRegulatory AUM
2Advisory reps
6Employees
31025Clients
n/aPlanning clients
0Private funds
51States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

75
April 2025 — HUMAN INTEREST ADVISORS LLC reported RAUM up 92% ($3.45B -> $6.61B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2024 — HUMAN INTEREST ADVISORS LLC now reports custody of client assets ($4.15B).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
72
April 2024 — HUMAN INTEREST ADVISORS LLC reported RAUM up 64% ($2.11B -> $3.45B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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