OPPNA WEALTH LLC

OPPNA WEALTH LLC of KNOXVILLE, TN is an SEC-registered investment adviser (CRD 336397). Regulatory assets under management: $20.5M.

Registration

• CRD: 336397
• Type: Registered investment adviser
• Location: 116 AGNES RD. SUITE 200, KNOXVILLE, TN, 37919
• Phone: 865-214-6577
• Latest filing: 2026-03-20
• Regulatory AUM: $20.5M
• Discretionary AUM: $20.5M
• Clients: 1
• Accounts: 137

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 336397 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search