TERRA WEALTH

RIASEC RegisteredEst. 2022

Total AUM

$152M

Discretionary

$121M

79% of AUM

Avg account

$162K

Accounts

937

Employees

Advisory reps

Firm details

Headquarters: High Point, North Carolina
CRD number: 320643
Registered since: June 3, 2022
Website: www.terrawealth.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals77.06%
HNWI22.65%
Charitable Organizations0.29%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Terra Wealth is an independent registered investment adviser formed as a limited liability company and registered with the SEC in 2022. The firm serves individual and family clients and positions itself as a capital allocator that combines financial planning with portfolio management for individuals, small businesses and institutions. Its advisory scope includes selection of other advisers, which indicates a willingness to use external managers alongside internally managed strategies. Terra Wealth favors equity-oriented portfolios: its filings list exchange-traded equities as the most-used asset class and a stated preference for equities. The firm is not an active ESG investor and does not present itself as a pension consultant or family office. Fee arrangements are flexible — Terra Wealth charges a percentage of AUM and also uses hourly and fixed fees for planning or non-discretionary engagements.