Human Investing

Overview

Human Investing is an SEC registered investment adviser based in Lake Oswego, OR, registered since 2004. It reports $2.2B in assets under management across 3,382 accounts, with 28 employees. It has 16 investment adviser representatives.

Reported AUM

$2.2B

Discretionary

43%

Accounts

3,382

Average account

$658K

Employees

28

Advisory reps

16

Registered since

2004

Jurisdictions

8

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 8

• Andrew Wiemer Nelson Managing Partner CRD 5570092
• Marc Masao Kadomatsu Managing Partner CRD 4612926
• Andrew Richard Gladhill Partner, Chief Compliance Officer CRD 6011358

5 more executive officers, with direct contact details

Advisory reps 3 of 16

• David Michael Anderson Insurance Agent · Investment Adviser Rep CRD 6721929
• Maria Lucia Genevieve Bell Investment Adviser Rep CRD 7491460
• Drayton Leigh Carlberg Investment Adviser Rep CRD 7447914

13 more advisory reps, with emails, phones and branch locations

Location

Headquarters

6000 Meadows Rd Ste 105
Lake Oswego, OR 97035

County

Clackamas

Metro area

Portland-Vancouver-Hillsboro, OR-WA

Region

West

Registrations

• SEC registered
• Registered in 8 jurisdictions
• Website: humaninvesting.com

Every state, with registration dates

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