Overview
Assets Under Management: $399 million
Headquarters: HIGH POINT, NC
High-Net-Worth Clients: 46
Average Client Assets: $1 million
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