Adviser Profile
| As of Date | 12/14/2025 |
| Registration status | Registration Changed to XENA FINANCIAL PLANNING, LLC |
| ADV Location | PORTLAND, OR, United States |
| Contact Info | (50 xxxxxxx |
| Websites |
| AUM* | 100,249,806 |
| of that, discretionary | 100,249,806 100% |
| Number of Employees | 4 |
| of those in investment advisory functions | 2 -33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 243,917 |
| % High Net Worth | 40.83% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds