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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Oregon
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 13, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Hindes, James, Barrett | I | PARTNER, CHIEF COMPLIANCE OFFICER, MEMBER | D | Control |
| WADDELL, DANIKA, BONDI | I | PARTNER, MEMBER | D | Control |
Registrations
Federal
IA
Nov 13, 2025 REGISTERED
Notice Filings (5)
CA NY OR TX WA
Address
650 NE HOLLADAY STSUITE 1600
PORTLAND, OR 97232
United States
Phone: (503) 714-7357