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TERRA WEALTH MANAGEMENT, LLC

Doing business as TERRA WEALTH. SEC Form ADV profile.

Total regulatory AUM
$152,005,349
Discretionary
$120,539,478
Non-discretionary
$31,465,871

Firm details

CRD number
320643
SEC file number
801-125822
Main office
HIGH POINT, NC, United States
Employees
13
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of November 2026.