NIRVANA ANALYTICS, LLC

RIASEC Registered
Total AUM
$13.3M
Discretionary
$13.3M
100% of AUM
Avg account
$225K
Accounts
59
Employees
1
Advisory reps
4

Firm details

Headquarters
PEPPER PIKE, Ohio
CRD number
148341
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • HNWI57.8%
  • Individuals31.39%
  • Charitable Organizations10.81%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Nirvana Analytics, LLC operates as a limited liability company focused on providing portfolio management services primarily for individuals, families, and small businesses. The firm does not classify itself under any specific category and is engaged in various financial product sales. With a fee structure based on a percentage of assets under management, Nirvana Analytics tailors its investment strategies to meet the needs of its diverse client base. The firm does not actively pursue ESG investments and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 35%, State & Local Bonds 30%, Cash & Cash Equivalents 30%, Derivatives 5%35%
  • Exchange Traded Equities35%
  • State & Local Bonds30%
  • Cash & Cash Equivalents30%
  • Derivatives5%

Owners & executives

1 of 1
  • Vanquilla Wilks

    Chief Compliance OfficerCRD 6689010

Contacts

3 of 3
  • JAMES CREW

    Founder & Managing DirectorCRD 1685632

  • Pierson Wagner

    CRD 8267585

  • Ridwan Umar

    TraineeCRD 8160805

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PEPPER PIKE, OH

CUYAHOGA

Location

PEPPER PIKE, OH

Headquartered in PEPPER PIKE, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.

Metro area
Cleveland-Akron-Canton, OH
Region
Midwest
County
CUYAHOGA
Address
30050 Chagrin Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth