TERRAFIRMA WEALTH PARTNERS LLC
Doing business as TERRAFIRMA WEALTH PARTNERS. SEC Form ADV profile.
Total regulatory AUM
$118,465,077
Discretionary
$118,439,805
Non-discretionary
$25,272
Firm details
- CRD number
- 331568
- SEC file number
- 801-134751
- Main office
- WALNUT CREEK, CA, United States
- Employees
- 3
- SEC status
- Approved
- Website
- https://terrafirmawealth.com/
- Fee structure
-
Percentage of AUM
As of October 2026.