Xena Financial Planning, LLC
● SEC registered since 2025CRD 333436SEC# 801-134943Portland, OR
Reg. AUM
$104.5M
Employees
4
Accounts
384
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 $104.5 million in regulatory assets under management and employs 4 people.
Xena Financial Planning, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Danika Bondi Waddell Control | Partner, Member | 50-75% | 2024 |
| James Barrett Hindes Control | Partner, Chief Compliance Officer, Member | 50-75% | 2024 |
Frequently asked questions
How much does Xena Financial Planning, LLC manage?
Xena Financial Planning, LLC reports $104.5 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
| Address | 650 NE Holladay St, Suite 1600, Portland, OR 97232 |
| Phone | (503) 714-7357 |
| Office hours | By Appointment Only |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$104.5M▲ 4%
Nov '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 92%
Larger than 8% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$104.5Mregulatory AUM
Discretionary $104.5M