Overview
Assets Under Management: $399 million
Headquarters: HIGH POINT, NC
High-Net-Worth Clients: 46
Average Client Assets: $1 million
Frequently Asked Questions
TERRA WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #320643), TERRA WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
TERRA WEALTH MANAGEMENT, LLC is headquartered in HIGH POINT, NC.
TERRA WEALTH MANAGEMENT, LLC serves 46 high-net-worth clients according to their SEC filing dated April 28, 2025. View client details ↓
According to their SEC Form ADV, TERRA WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
TERRA WEALTH MANAGEMENT, LLC manages $399 million in client assets according to their SEC filing dated April 28, 2025.
According to their SEC Form ADV, TERRA WEALTH MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 16.10
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 2,917
Discretionary Accounts: 2,917
Regulatory Filings
CRD Number: 320643
Filing ID: 1971333
Last Filing Date: 2025-04-28 13:39:00
Website: https://terrawealth.com