Nirvana Analytics, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$11,828,449
Clients
58
Advisors
3
of 3 employees
About
The firm provides discretionary investment management to individuals, estates, trusts, pensions, corporations and other business entities. It also offers public‑sector coverage, including depository services through a network of banks and consulting on debt structures such as private placements, private equity, and traditional bond issuance.
Investment management focuses on large‑cap equities, fixed income and mutual funds, and the firm offers option‑based trading strategies — specifically credit spreads and covered‑call writing on select large‑cap stocks — while tailoring allocations across aggressive, moderate, and conservative strategies; clients may impose restrictions on investment categories for moral reasons. Accounts are managed on a discretionary basis with in‑house research and continuous account review, including at least quarterly reviews and monthly custodial statements.
What is noteworthy relative to many peers is the explicit incorporation of derivatives strategies into separately managed accounts and the firm’s stated relationship with an affiliated broker‑dealer, Interactive Brokers, which clients are required to use for execution and custody. The brochure also highlights a combination of public‑sector consulting and depository services uncommon for a solo adviser, along with an in‑house code of ethics tied to the affiliated broker‑dealer’s compliance standards and a stated policy not to accept compensation for the sale of investment products.
Client services
Expertise
Fee options
Maximum annual fee is 2%
Account minimum: $10,000
Main office
30050 Chagrin Blvd Suite 330
Pepper Pike OH 44124
Advisors at this office
3
Most active in
Ohio
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
Advisors at this firm
Pierson W
Series 65
Pepper Pike, OH
Nirvana Analytics, LLC
Pierson Wagner is a financial advisor at Nirvana Analytics, LLC with a Series 65 designation and one year of industry experience. Prior to joining the firm, he held various positions including roles in the food service industry and as an educator. Nirvana Analytics provides discretionary investment management to a range of clients including individuals, estates, trusts, pensions, corporations, and public-sector entities. The firm’s investment approach includes large-cap equities, fixed income, mutual funds, and option-based trading strategies, managing accounts on a discretionary basis with in-house research and quarterly reviews.
Ridwan U
Series 65
Pepper Pike, OH
Nirvana Analytics, LLC
Ridwan Umar is a financial advisor at Nirvana Analytics, LLC, holding a Series 65 credential with one year of industry experience. Prior to joining Nirvana Analytics, he has work history with firms including T-Mobile, OSU, Target, and Viceroy. Nirvana Analytics provides discretionary investment management to individuals, estates, trusts, pensions, corporations, and other entities, with additional public-sector coverage. The firm’s approach includes large-cap equities, fixed income, mutual funds, and option-based trading strategies, offering tailored allocations across varying risk levels and incorporating derivatives strategies within separately managed accounts.
James C
Series 63, Series 65
Pepper Pike, OH
Nirvana Analytics, LLC
James Crew is the sole advisor at Nirvana Analytics, LLC, an independent firm based in Pepper Pike, OH. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Prior to his current role, he worked at Paradigm Institutional Investments from 2021 to 2022. Nirvana Analytics provides discretionary investment management to a range of clients, including individuals, estates, trusts, pensions, corporations, and public-sector entities. The firm focuses on large-cap equities, fixed income, mutual funds, and option-based trading strategies such as credit spreads and covered-call writing, managing accounts on a discretionary basis with in-house research and regular reviews.
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