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OPPNA WEALTH LLC
CRD 336397
116 AGNES RD. SUITE 200, KNOXVILLE, TN, 37919, United States
Phone
865-214-6577
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$20.5M
Discretionary AUM
$20.5M
Team
1 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 50 | $15.2M |
| High net worth individuals | 4 | $5.3M |
All web addresses on file
Official SEC filing: View on IAPD