RIA Intel›Advisers›Ohio›NIRVANA ANALYTICS, LLC

NIRVANA ANALYTICS, LLC

Advisory

PEPPER PIKE, OH

Data as of Mar 7, 2025 · Source: SEC Form ADV

Average account

$225K

across 59 accounts

Source: SEC Form ADV. Figures as filed Mar 7, 2025.

Total AUM

$13M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$13M

Discretionary AUM$13M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients59

Team

Total Employees1

Investment Advisers0

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

59 clients

3 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in OH

Closest by assets under management. All figures from Form ADV.

GROSS INVESTMENTS LLC

VALLEY CITY, OH

$13M

JDM INVESTMENT COUNSEL, LLC

$13M

DUNPHY WEALTH MANAGEMENT, INC.

$13M

CLARION RIVER ADVENTURES, LLC

$13M

MERITUM WEALTH MANAGEMENT LLC

$14M

$14M

Get the full picture on NIRVANA ANALYTICS, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track NIRVANA ANALYTICS, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans