Xena Financial Planning, LLC: new SEC registration, $104M AUM, Portland, OR
Xena Financial Planning, LLC (Portland, Oregon): new SEC registration, $104M AUM, Portland, OR. Its amount of 104 is below the median of 135 (16th percentile). Dated 328 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-11-04, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 104 · 16th percentile of 1,225 NewRiaPulse records · 0.8x the median
Free preview: all 11 published fields of this record are shown below. Locked: 12 related OR NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Xena Financial Planning, LLC |
| Legal name | Xena Financial Planning, LLC |
| CRD | 333436 |
| Status | Approved |
| Registered with the SEC | 2025-12-12 |
| Latest Form ADV filing | 2026-10-27 |
| Location | Portland, OR, United States |
| Regulatory AUM | $104,461,476 |
| Accounts | 384 |
| Employees | 3 |
| Website | https://xenafp.com |
| amount percentile | 16th of 1,225 (median 135, 0.8x median) |
| Peer records CSV (13 OR records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2025-12-12
- Data refreshed: 2026-11-04
- Refunds on request within 14 days
Top NewRiaPulse records (OR first): Efm Investments & Advisory LLC · Washington Park Capital Management, LLC · Capstone Wealth Management Group, INC. · Stonepine Capital Management, LLC · J.P. Capital Management, INC. · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 04 Nov 2026 21:45:24 GMT
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Peer benchmark and outreach value: Xena Financial Planning, LLC and 13 Oregon peers
- Oregon NewRiaPulse records like this one: 13
- Xena Financial Planning, LLC's amount: 16th percentile of 1,225 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Oregon peer: $2,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $104M under management.
- Website on file.
What is the NewRiaPulse record for Xena Financial Planning, LLC in Portland, Oregon?
Xena Financial Planning, LLC received SEC registration as an investment adviser (2025-12-12) with $104,461,476 in regulatory assets under management, based in Portland, OR.
How does Xena Financial Planning, LLC compare to other Oregon NewRiaPulse records?
Its amount of 104 is below the median (16th percentile); smaller records often move faster and face less competition. It is 328 days old; check the official source for later updates before acting.
Xena Financial Planning, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Xena Financial Planning, LLC | Portland, OR | 104 | 16th | 2025-12-12 |
| Bay Point Financial, LLC | Bedford, NH | 105 | 17th | 2026-10-15 |
| Colefp | 102 | 13th | 2026-10-30 | |
| Drew Wealth Management | Portsmouth, NH | 102 | 13th | 2026-10-29 |
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NewRiaPulse: $100M-$500M NewRiaPulse: records in Oregon NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.