Investment adviser · CRD 320643
TERRA WEALTH
Investment adviser filing (IA)
TERRA WEALTH MANAGEMENT, LLC
HIGH POINT, NC, United States · Form ADV filed Mar 30, 2026
- Regulatory AUM
- $152M Form ADV · Item 5.F
- Client accounts
- 937 Accounts, not individual clients
- Employees
- 13 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 526 | $117,136,119 | 77.1% |
| High-net-worth individuals | 46 | $34,431,330 | 22.7% |
| Charities | Fewer than 5 | $437,900 | 0.3% |
Filing source
Form ADV 2080277 · Mar 30, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 30, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
400 WEST ENGLISH ROAD, STE 223HIGH POINT, NC, 27262, United States
CRD 320643
Filing source
Form ADV 2080277 · Mar 30, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.