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TERRAFIRMA WEALTH PARTNERS

TERRAFIRMA WEALTH PARTNERS LLC

CRD 331568 · SEC 801-134751

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1255 TREAT BOULEVARD, SUITE 300, WALNUT CREEK, CA, 94597, United States

Phone

925-587-8882

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$118.5M

Discretionary AUM

$118.4M

Team

3 total employees; 2 advisory reps

Clients

51-100

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-11

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals51$24.6M
High net worth individuals43$93.8M

States served

AZ, CA, WA

All web addresses on file

Official SEC filing: View on IAPD