Nirvana Analytics, LLC

% of assets managed in Pepper Pike, OH

State registeredNo commissions reported

Call (216) 245-6230 Send a message Map ↗

Public-record details

Address: 30050 Chagrin Blvd Suite 330, Pepper Pike, OH 44124
Phone: (216) 245-6230
Listed under: % of assets managed
CRD number: 148341
Registration: State registered: OH
Compensation (Form ADV 5.E): Percentage of assets under management
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Portfolio management for individuals/small businesses
Regulatory assets under management: $13.3 million
Accounts managed: 59
Clients reported (Form ADV 5.D): 59
Individual / high-net-worth clients: 55 / 3
Employees: 1
Other business activities (Form ADV 6.A): Also active as: other financial product salesperson
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2025-03-07

State registered (OH) investment adviser, CRD 148341, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 148341 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Pepper Pike

2 Knights Wealth Management, LLC30195 Chagrin Blvd, #118n · Pepper Pike, OH 44124 · (216) 798-5511 · % of assets managedCRD 307238 · % of assets · $127.3 million AUMSEC registeredNo commissions reported Carnegie Investment Counsel30300 Chagrin Boulevard · Pepper Pike, OH 44124 · (216) 367-4114 · Financial planningCRD 150488 · % of assets, Hourly charges, Fixed fees · $7.5 billion AUMSEC registeredNo commissions reported Endeavor Wealth Advisors, LLC29525 Chagrin Blvd., Suite 300 · Pepper Pike, OH 44122 · (216) 373-0808 · Financial planningCRD 305348 · % of assets, Hourly charges · $252.8 million AUMSEC registeredNo commissions reported Peak Wealth Solutions30195 Chagrin Blvd., Suite 360 · Pepper Pike, OH 44124 · (216) 370-7887 · Financial planningCRD 127391 · % of assets, Hourly charges, Fixed fees · $911.6 million AUMSEC registeredNo commissions reported Sabre Asset Management LLC29525 Chagrin Blvd., Suite 302 · Pepper Pike, OH 44122 · (216) 245-6622 · % of assets managedCRD 288889 · % of assets · $127.3 million AUMSEC registeredNo commissions reported Virtera Partners LLC30100 Chagrin Blvd., Suite 380 · Pepper Pike, OH 44124 · (216) 859-8800 · % of assets managedCRD 308187 · % of assets · $451.8 million AUMSEC registeredNo commissions reported Woodland Wealth Partners30195 Chagrin Blvd, Suite 114 · Pepper Pike, OH 44124 · (330) 416-5509 · Financial planningCRD 340877 · % of assets, Performance-based fees · $711.9 million AUMSEC registeredNo commissions reported

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