← Back to searchVisit website
TERRA WEALTH
TERRA WEALTH MANAGEMENT, LLC
CRD 320643 · SEC 801-125822
400 WEST ENGLISH ROAD, STE 223, HIGH POINT, NC, 27262, United States
Phone
305-928-3772
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$152.0M
Discretionary AUM
$120.5M
Team
13 total employees; 6 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 526 | $117.1M |
| High net worth individuals | 46 | $34.4M |
States served
AZ, GA, IN, IA, MD, NC, OK, PA, SC, TN, UT, VA, WI, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD