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VIRTERA PARTNERS LLC

PEPPER PIKE, OH · CRD 308187 · IAPD ↗ · virterapartners.com · 216-859-8800

$451.8MRegulatory AUM
4Advisory reps
5Employees
1Clients
n/aPlanning clients
6Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
December 2025 — VIRTERA PARTNERS LLC notice-filed in DC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
April 2025 — VIRTERA PARTNERS LLC reported RAUM up 31% ($346.9M -> $455.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
73
April 2024 — VIRTERA PARTNERS LLC reported RAUM up 87% ($185.7M -> $346.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.