Tenzing Financial LLC
SEC RegisteredBecause Every Journey Deserves a Guide.
About the firm
Tenzing Financial helps clients navigate life's path with clarity and purpose, drawing inspiration from the trust, planning, resilience, and partnership embodied by Tenzing Norgay's historic summit of Mount Everest.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Guidance through life's transitions including caring for aging parents, retirement planning, legacy planning, support after losing a loved one, marriage planning, career changes, and education funding.
Who they serve
Individuals navigating life's transitions, including those caring for aging parents, planning for or living in retirement, leaving a legacy, losing a loved one, getting married, changing careers, or funding education.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 92 | $35M |
| High Net Worth Individuals | 73 | $182M |
2 total clients reported on Form ADV.
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of February 13, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Tenzing Financial LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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