OPPNA WEALTH LLC

Overview

Oppna Wealth LLC is an independent registered investment adviser organized as a limited liability company that focuses on serving individual and family clients. The firm combines fee-based portfolio management with financial planning and insurance brokerage, positioning itself to manage day-to-day investment decisions while also integrating insurance solutions into client plans. Investment activity is tilted toward public equities: the firm’s stated preference is exchange-traded equities, which it uses as the backbone of client portfolios for liquidity, cost control and ease of implementation. The adviser charges a percentage-of-AUM fee and operates with discretionary authority across the book it manages, enabling portfolio rebalancing and tactical shifts without seeking client approval for each trade. Oppna Wealth LLC is not an active ESG investor and does not position itself as a capital allocator; instead it sources external managers when it wants exposure to third-party strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices