TENZING FINANCIAL LLC

TENZING FINANCIAL LLC of WILLIAMSBURG, VA is an SEC-registered investment adviser (CRD 335259). Regulatory assets under management: $231.1M.

Registration

• CRD: 335259
• SEC file number: 801-132538
• Type: Registered investment adviser
• Location: 1215 MT VERNON AVE, SUITE C, WILLIAMSBURG, VA, 23185
• Phone: (757) 703-0030
• Latest filing: 2026-02-13
• Regulatory AUM: $231.1M
• Discretionary AUM: $231.1M
• Clients: 5
• Accounts: 752

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 335259 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search