DFX Intelligence

Data Factory

RIA / WealthAdvisorChartered Financial Analyst30 years in industry

KYLE VANN MYLIUS

Advisor at HUMANIZE WEALTH

Seattle, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:58cfb99b-f749-1e06-c8fe-cb13e5affa1f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: May 2, 2006 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: HUMANIZE WEALTH
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 13, 1995earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S65|S63
First exam: Oct 13, 1995
First registration: May 2, 2006
Dual registered: no
IAPD individual key: 2658148

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
HUMANIZE WEALTH	State registered	Jul 14, 2023	n/a	yes	Seattle, WA	Current employment
NEWGROUND SOCIAL INVESTMENT	Independent wealth	Mar 2, 2022	Jan 9, 2023	no	SEATTLE, WA	Previous registration
THRESHOLD GROUP, LLC	Former SEC adviser	Apr 19, 2017	Dec 31, 2017	no	SEATTLE, WA	Previous registration
THE CAPROCK GROUP, LLC	Independent wealth	Oct 18, 2012	Mar 16, 2017	no	MERCER ISLAND, WA\|BOISE, ID	Previous registration
BRIDGEWAY CAPITAL MANAGEMENT, LLC	Asset manager	Aug 1, 2008	Sep 1, 2010	no	HOUSTON, TX	Previous registration
RAINIER INVESTMENT MANAGEMENT LLC	Asset manager	May 2, 2006	May 1, 2008	no	SEATTLE, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
NEWGROUND SOCIAL INVESTMENT	HUMANIZE WEALTH	Jan 9, 2023	Jul 14, 2023	186	Firm change	RIA to state RIA
THRESHOLD GROUP, LLC	NEWGROUND SOCIAL INVESTMENT	Dec 31, 2017	Mar 2, 2022	1,522	Firm change after gap	Other
THE CAPROCK GROUP, LLC	THRESHOLD GROUP, LLC	Mar 16, 2017	Apr 19, 2017	34	Firm change	Other
BRIDGEWAY CAPITAL MANAGEMENT, LLC	THE CAPROCK GROUP, LLC	Sep 1, 2010	Oct 18, 2012	778	Firm change after gap	Other
RAINIER INVESTMENT MANAGEMENT LLC	BRIDGEWAY CAPITAL MANAGEMENT, LLC	May 1, 2008	Aug 1, 2008	92	Firm change	Other

Relationships

Registered with (6)

→ HUMANIZE WEALTHRegistered adviserregistration: current employment
Jul 14, 2023 to presentfactForm ADV
→ NEWGROUND SOCIAL INVESTMENTRegistered adviserregistration: previous registration
Mar 2, 2022 to Jan 9, 2023factForm ADV
→ THRESHOLD GROUP, LLCRegistered adviserregistration: previous registration
Apr 19, 2017 to Dec 31, 2017factForm ADV
→ THE CAPROCK GROUP, LLCRegistered adviserregistration: previous registration
Oct 18, 2012 to Mar 16, 2017factForm ADV
→ BRIDGEWAY CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Aug 1, 2008 to Sep 1, 2010factForm ADV
→ RAINIER INVESTMENT MANAGEMENT LLCRegistered adviserregistration: previous registration
May 2, 2006 to May 1, 2008factForm ADV

Dated events

Occurred
Jan 9, 2023
Advisor changed firm
Kyle Vann Mylius left Newground Social Investment for Humanize Wealth (registered 2023-07-14)
Form ADVobserved 5 days ago