This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.94 fund_share=0.0 institutional_share=0.06 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$231MItem 5.F on the latest filing (2026-08-31); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$231M

Private client RAUM

$217MderivedItem 5.D individuals plus high net worth individuals

Private client share

94%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$77.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

5

Advisory employees

3

Offices

0Schedule D 1.F, beyond the principal office

Accounts

752

Individual clients

92

High net worth clients

73

SEC number

801-132538

CRD

335259

Filings on the tape

8

First filed

Apr 2, 2025

Latest filed

Aug 31, 2026

Organised

Limited Liability Company, VA

Website

tenzingfinancial.us

• Occurred

  Jun 30, 2025
  Team lift-out

  2 advisors left Onepoint Bfg Wealth Partners (Parsippany, NJ) for Tenzing Financial LLC on the same day

  Form ADVobserved 4 days ago
  2 advisors

Graph

RIA / Wealth Management

Canonical id

dfx:ria:1456ebe0-787b-7e43-8a3d-ff00c9279634

First observed

Apr 2, 2025

Last observed

Aug 31, 2026 20 days ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.