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TENZING FINANCIAL LLC

CRD 335259 · SEC 801-132538

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1215 MT VERNON AVE, SUITE C, WILLIAMSBURG, VA, 23185, United States

Phone

(757) 703-0030

Fax

(757) 703-8344

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$231.1M

Discretionary AUM

$231.1M

Team

5 total employees; 3 advisory reps; 2 broker-dealer reps

Clients

51-100

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-13

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals92$35.1M
High net worth individuals73$181.6M

States served

NC, VA, TX

All web addresses on file

Official SEC filing: View on IAPD