TERRA ALPHA INVESTMENTS LLC

2101 L Street, Nw
Suite 300
Washington, District of Columbia 20037
Tel: 202-263-3644

About TERRA ALPHA INVESTMENTS LLC

TERRA ALPHA INVESTMENTS LLC, formally registered with the SEC as TERRA ALPHA INVESTMENTS LLC. The firm was established in 08/30/2021. They have over 3 offices throughout the country.

TERRA ALPHA INVESTMENTS LLC is a Washington, District of Columbia based Financial Planning firm with nearly $169,999,901 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	288690
SEC#	801-122204
Assets Managed by Firm	$169,999,901
No. of Clients	5
No. of Advisors	11

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	5	$169,999,901
Charitable organizations	1	$12,649,979

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