$20.5M Total AUM
$20.5M Disc. AUM
-- 3Y CAGR
1 Employees
54 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-26-2025
- Office Locations
- 1
Office Locations
116 Agnes Rd. Suite 200 Knoxville TN
About Oppna Wealth LLC
Oppna Wealth LLC is a Knoxville-based RIA. The firm has been operating for 1 years. Managing $20.5M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Truist Bank.
Team overview
38 AVG AGE
$20.5M AVG AUM / ADVISOR
$379.2K AVG AUM / CLIENT
1.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
D
Derrick Joel Hanson
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #6949347
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,474,694 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,474,694 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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