Tenzing Financial LLC
Firm details
- Headquarters
- Williamsburg, Virginia
- CRD number
- 335259
- Registered since
- April 25, 2025
- Custodians
- LPL FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI78.58%
- Individuals15.19%
- Pension & Profit Sharing Plans6.23%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Tenzing Financial LLC is an independent, SEC-registered registered investment adviser (registered in 2025) that serves individual and family clients. Structured as a limited liability company with an individual owner, the firm positions itself as a capital allocator and advisor that blends financial planning with discretionary portfolio management and the selection of outside managers. Its fee model combines a percentage-of-assets approach with fixed fees. Tenzing reports that it does not pursue ESG investing as a specific priority and is not set up as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities55%
- Public Funds/Mutual Funds18%
- Investment Grade Corp Bonds11%
- Cash & Cash Equivalents8%
- US Government Bonds5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 53Active vs passive
$144M in ETFs
71%
$103M
29%
$41.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN EQUITY PREMIUM INCOME ETF (JEPI) | JP Morgan | Active | Derivative Income | $19M | 333,207 | 13.20% |
Location
Williamsburg, VA
James City
Location
Williamsburg, VA
Headquartered in Williamsburg, VA, anchoring the Virginia Beach-Norfolk, VA-NC metro in the South.
- Metro area
- Virginia Beach-Norfolk, VA-NC
- Region
- South
- County
- James City
- Address
- 1215 S Mount Vernon Ave
- Time zone
- ET (UTC-5)
- Office locations
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