Openair Financial, LLC

Overview

Openair Financial, LLC is an independent Registered Investment Adviser organized as an LLC and registered with the SEC in 2023. The firm is individually owned and serves primarily individual and family clients, offering fee arrangements that combine percentage-of-assets and fixed-fee engagements. Core advisory services listed on its ADV include financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Openair does not identify as an active ESG investor, does not act as a capital allocator, and does not provide pension consulting services. The firm lists industry affiliations with a law firm and an insurance company, which suggests relationships that may support estate, legal, or insurance-related client work. Openair’s practice appears focused on traditional wealth management and financial education rather than institutional or multi-state advisory platforms.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices