# Oppna Wealth LLC

> Oppna Wealth LLC is a state-registered investment advisory firm in Knoxville, TN, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.

- CRD: 336397
- Filed as: OPPNA WEALTH LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Knoxville, TN
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/336397
- AdvisorCensus page: https://advisorcensus.com/firm/oppna-wealth-llc-knoxville-tn-336397

## Quick answers

**How is Oppna Wealth LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Oppna Wealth LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Oppna Wealth LLC located?**
Oppna Wealth LLC's principal office is in Knoxville, TN, according to its Form ADV.

**Is Oppna Wealth LLC registered with the SEC or a state?**
Oppna Wealth LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 336397.

**How much does Oppna Wealth LLC manage?**
Oppna Wealth LLC reports $20,474,694 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (100% discretionary).

**What types of clients does Oppna Wealth LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (50); high net worth individuals (4).

**Does Oppna Wealth LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/336397

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $20,474,694
- Discretionary: $20,474,694
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 50 | $15,189,025 |
| High net worth individuals | 4 | $5,285,669 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OR, TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- oppnawealth.com
- oppnawealth.org

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Oppna Wealth LLC (CRD 336397): Form ADV filing data as of October 2026.