XENA FINANCIAL PLANNING, LLC
CRD #333436 SEC #801-134943 PORTLAND, OR (503) 714-7357
SEC Registered
Total AUM
$100.2M
Discretionary
$100.2M
Employees
4
Clients
101
Accounts
411
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $100.2M | $100.2M | $0 | 4 | 0 |
DateNov 2025
Total AUM$100.2M
Discretionary$100.2M
Non-Disc.$0
Employees4
Clients0