OPP WEALTH ADVISORY LLC

Overview

OPP Wealth Advisory LLC is organized as a limited liability company with an individual ownership structure. Public records classify the firm as unclassified and indicate a nonstandard fee model (listed as "Other"), while the firm's SEC registration year is not shown. The adviser is not identified as an active ESG investor, a multi-state adviser, a pension consultant, a capital allocator, or a related adviser. It also is not marked as a newly formed adviser. The firm lists an industry affiliation with accountants, which suggests coordination with tax and accounting professionals may be a component of its service model. Given the absence of reported advisory clients and the nonstandard fee designation, the firm’s regulatory footprint and the scope of its direct discretionary investment activity appear minimal or focused on services that do not generate traditional AUM-based reporting.

Assets & Accounts

Location & Offices