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⚲
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| XENA Financial Planning LLC
✚
|
|
|---|---|
| CRD # | 333436 |
| SEC # | 801-134943 |
| CIK # | 0002101744 |
| AUM | $104.5 M (2026-04-27) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 503-714-7357 |
| Address | 650 NE Holladay St Portland, OR 97232 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 67 | 18.7 |
| (b) Individuals (high net worth individuals) | 51 | 85.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 384 | 104.5 |
| By Discretionary | ||
| Discretionary | 384 | 104.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 384 | 104.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 104.5 | |
| Total | 384 | 104.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002101744] |
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