Virtera Partners LLC

Virtera Partners LLC (CRD# 308187) is a financial advisory firm headquartered in Pepper Pike, OH. They manage $346,938,593 in 54 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
30100 Chagrin Blvd., Suite 380, Pepper Pike, OH 44124
https://www.linkedin.com/company/virterapartners
By the Numbers
  • Total Assets Under Management
    347
    MILLION
  • Total Number of Accounts
    54
    ACCOUNTS
  • Average Account Value
    $6,424,789
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, OH

Financial Advisors at Virtera Partners LLC
Showing 1 - 2 of 2 top financial advisors.
1
Todd Pence, financial advisor Pepper Pike OH
Todd D. Pence
CRD#: 7326522
30100 Chagrin Blvd., Suite 380, Pepper Pike, OH 44124

Todd Pence (CRD# 7326522) is an Investment Advisor Representative working at Virtera Partners LLC in Pepper Pike, OH and has 1 year of experience in the finance industry.

2
Chaya Slain, financial advisor Pepper Pike OH
Chaya F. Slain
CRD#: 3104229
30100 Chagrin Blvd., Suite 380, Pepper Pike, OH 44124

Chaya Slain (CRD# 3104229) is an Investment Advisor Representative working at Virtera Partners LLC in Pepper Pike, OH and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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