A complete list of active advisors currently associated with Oppna Wealth LLC
Warmer can help you find a great advisor at Oppna Wealth LLC or one who fits your needs even better.
Oppna Wealth provides discretionary asset management and related financial planning services to individual households, generally requiring a household minimum of $250,000. Financial planning topics that may be addressed as part of recommendations include wills, estate plans and trusts, investments, taxes, qualified plans, insurance, retirement income, Social Security, and college planning at no additional charge. The firm manages client portfolios under discretionary authority and performs quarterly reviews, monitoring portfolios for rebalancing and tax‑loss harvesting opportunities. Its investment methods include technical and cyclical analysis and charting, and strategies may include long‑term purchases, short‑term purchases, and trading; clients may impose written investment restrictions. Notably, the firm’s principal also operates a licensed insurance practice and spends about 10% of his time selling insurance products for which he may receive commissions, a disclosed conflict the firm says it mitigates through procedures and disclosures. The firm requires custody through Altruist, does not vote client proxies (clients receive and vote their own proxies), and focuses on households at or above its stated minimum rather than lower‑balance retail clients.
To learn more about the advisors currently working at Oppna Wealth LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Knoxville, TN
| 7
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")