Oppna Wealth LLC
Firm details
- Headquarters
- Knoxville, Tennessee
- CRD number
- 336397
- Website
- oppnawealth.com
- Fee structure
- Percentage of AUM
- Client types
- Individuals74.18%
- HNWI25.82%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Oppna Wealth LLC is an independent registered investment adviser organized as an LLC that primarily serves individual and family clients. The firm offers financial planning and portfolio management for individuals and small businesses and also operates as an insurance broker. Its client-fee model is based on a percentage of assets under management. Oppna is not positioned as a capital allocator or pension consultant, and it does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Derrick Hanson
Managing MemberCRD 6949347
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Knoxville, TN
Knox
Location
Knoxville, TN
Headquartered in Knoxville, TN, anchoring the Knoxville-Morristown-Sevierville, TN metro in the South.
- Metro area
- Knoxville-Morristown-Sevierville, TN
- Region
- South
- County
- Knox
- Address
- 116 Agnes Rd
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Kinetic Wealth
RIAKnoxville, TN
Longest & Young, LLC
RIAKnoxville, TN
Shell Capital Management, LLC
RIAKnoxville, TN
The Mentzer Group, LLC
RIAKnoxville, TN
Kennedy Wealth Management
RIAKnoxville, TN
Stivers Wealth Management
RIAKnoxville, TN