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Xena Financial Planning, LLC

● SEC registered since 2025CRD 333436SEC# 801-134943Portland, OR
Export (members)
Reg. AUM
$100.2M
Employees
4
Accounts
411
Location
Portland, OR

Xena Financial Planning, LLC assets under management

Xena Financial Planning, LLC is an SEC-registered investment adviser based in Portland, OR. The firm has been registered since 2025. It reports $100.2 million in regulatory assets under management and employs 4 people.
xenafp.comView on SEC.gov ↗

Xena Financial Planning, LLC owners & executives

2 reported
NameTitleOwnershipSince
Danika Bondi Waddell ControlPartner, Member50-75%2024
James Barrett Hindes ControlPartner, Chief Compliance Officer, Member50-75%2024

Frequently asked questions

How much does Xena Financial Planning, LLC manage?

Xena Financial Planning, LLC reports $100.2 million in regulatory assets under management on its Form ADV.

How many employees does Xena Financial Planning, LLC have?

Xena Financial Planning, LLC reports 4 employees.

Where is Xena Financial Planning, LLC located?

Xena Financial Planning, LLC is based in Portland, OR and has been SEC-registered since 2025.

Does Xena Financial Planning, LLC disclose fund performance?

Xena Financial Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address650 NE Holladay St, Suite 1600, Portland, OR 97232
Phone(503) 714-7357
Office hoursBy Appointment Only
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$100.2M
Non-discretionary$0
Total (RAUM)$100.2M