Oppna Wealth LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$20,474,694
Total clients
54
7% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
54
Average account size
$379,161
About
Oppna Wealth provides discretionary asset management and related financial planning services to individual households, generally requiring a household minimum of $250,000. Financial planning topics that may be addressed as part of recommendations include wills, estate plans and trusts, investments, taxes, qualified plans, insurance, retirement income, Social Security, and college planning at no additional charge.
The firm manages client portfolios under discretionary authority and performs quarterly reviews, monitoring portfolios for rebalancing and tax‑loss harvesting opportunities. Its investment methods include technical and cyclical analysis and charting, and strategies may include long‑term purchases, short‑term purchases, and trading; clients may impose written investment restrictions.
Notably, the firm’s principal also operates a licensed insurance practice and spends about 10% of his time selling insurance products for which he may receive commissions, a disclosed conflict the firm says it mitigates through procedures and disclosures. The firm requires custody through Altruist, does not vote client proxies (clients receive and vote their own proxies), and focuses on households at or above its stated minimum rather than lower‑balance retail clients.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Retirement income strategy
College savings (529s, UTMA, etc.)
Fee options
$0 - $499,999: 1.50% annually $500,000 - $999,999: 1.25% annually $1,000,000 - $1,999,999: 1.00% annually $2,000,000 - $2,999,999: 0.90% annually $3,000,000+: 0.80% annually
Insurance product commissions received by the owner/representative as an insurance agent, representing a conflict of interest.
Account minimum: $250,000
Main office location
Oppna Wealth LLC
116 Agnes Rd. Suite 200
Knoxville TN 37919, United States
Number of offices
1
Most active in
Oppna Wealth LLC has reported serving >5 clients in these states in the last 12 months.
Oregon · Tennessee
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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