Xena Financial Planning, LLC
Xena Financial Planning, LLC is an SEC-registered mass-market adviser in Portland, OR with $104.5M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Xena Financial Planning, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 333436, SEC 801-134943, data through 2026-04-27.
- AUM (assets under management / regulatory AUM)
- $104.5M (2026-04-27)
- Firm type
- Mass-Market Adviser
- Location
- Portland, OR
- Employees
- 4
- Clients
- 118
- CRD
- 333436
- Ownership
- WADDELL, DANIKA, BONDI; Hindes, James, Barrett
How much AUM does Xena Financial Planning, LLC have?
Xena Financial Planning, LLC reported $104.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-27).
Who owns Xena Financial Planning, LLC?
Disclosed owners and executives of Xena Financial Planning, LLC include WADDELL, DANIKA, BONDI, Hindes, James, Barrett. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.