Terrafirma Wealth Partners

RIASEC Registered

Total AUM

$118M

Discretionary

$118M

100% of AUM

Avg account

$1.2M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Walnut Creek, California
CRD number: 331568
Registered since: November 17, 2025
Website: www.terrafirmawealth.com
Custodians: ALTRUIST FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI79.2%
Individuals20.8%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Terrafirma Wealth Partners is an independent, individual-owned RIA that provides fee-based wealth management and financial planning for individual and family clients. The firm is registered with the SEC (registered in 2025) and operates as a capital allocator, arranging third‑party manager allocations in addition to delivering portfolio management and adviser‑selection services. It also operates as an insurance broker and maintains relationships with insurance companies as part of its service set. The firm charges clients on a percentage‑of‑AUM basis.