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Human Investing CRD 133017
$2.22B regulatory AUM 6 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6000 Meadows Rd Suite 105, Lake Oswego, OR 97035 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-02-05 |
Branch Locations
6000 Meadows Rd Suite 105, Lake Oswego, OR 97035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| George Fox University | Newberg | OR | 08/2019 | 04/2023 |
| Aldrich Cpas + Advisors | Lake Oswego | OR | 09/2023 | 01/2025 |
| Lucky 7 Beverage Company | Canby | OR | 01/2017 | 01/2023 |
| Human Investing Llc | Lake Oswego | OR | 01/2025 | Present |
| Unemployed | Canby | OR | 04/2023 | 09/2023 |
| Canby High School | Canby | OR | 01/2015 | 01/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-18 |
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