TERRAFIRMA WEALTH PARTNERS

Overview

Terrafirma Wealth Partners is an independent, fee-based registered investment adviser that focuses on individual and family clients, including small business owners. The firm acts as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, and the selection of other advisers when clients need access to third-party managers. Investment posture is equity‑oriented: the firm shows a clear preference for exchange‑traded equities as its primary vehicle for delivering market exposure, while supplementing portfolios with mutual funds and selected alternative managers. Terrafirma charges a percentage of assets under management and is not positioned as an ESG‑focused adviser. It is SEC‑registered (2025) and operates under an owner‑type structure classified as an individual owner. The firm does not present itself as a pension consultant or a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices