Overview
Assets Under Management: $118 million
Headquarters: WALNUT CREEK, CA
High-Net-Worth Clients: 43
Average Client Assets: $2.2 million
Frequently Asked Questions
TERRAFIRMA WEALTH PARTNERS 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 #331568), TERRAFIRMA WEALTH PARTNERS is subject to fiduciary duty under federal law.
TERRAFIRMA WEALTH PARTNERS is headquartered in WALNUT CREEK, CA.
TERRAFIRMA WEALTH PARTNERS serves 43 high-net-worth clients according to their SEC filing dated March 11, 2026. View client details ↓
According to their SEC Form ADV, TERRAFIRMA WEALTH PARTNERS offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
TERRAFIRMA WEALTH PARTNERS manages $118 million in client assets according to their SEC filing dated March 11, 2026.
According to their SEC Form ADV, TERRAFIRMA WEALTH PARTNERS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 43
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.20%
Average Client Assets: $2.2 million
Total Client Accounts: 95
Discretionary Accounts: 94
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 331568
Filing ID: 2066987
Last Filing Date: 2026-03-11 15:15:42