VIRTERA PARTNERS LLC

30100 Chagrin Blvd.
Suite 380
Pepper Pike, Ohio 44124
Tel: 216-859-8800

About VIRTERA PARTNERS LLC

VIRTERA PARTNERS LLC, formally registered with the SEC as VIRTERA PARTNERS LLC. The firm was established in 07/01/2022. They have over 1 offices throughout the country.

VIRTERA PARTNERS LLC is a Pepper Pike, Ohio based Financial Planning firm with nearly $346,938,593 assets under management, offering retirement planning & investment advisory services to 54 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	308187
SEC#	801-126022
Assets Managed by Firm	$346,938,593
No. of Clients	54
No. of Advisors	4

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	54	$346,938,593
High net worth individuals	6	$156,542,835
Charitable organizations	1	$28,850,876

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FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

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