TERRA WEALTH

400 West English Road
Ste 215
High Point, North Carolina 27262
Tel: 855-708-3772

About TERRA WEALTH

TERRA WEALTH, formally registered with the SEC as TERRA WEALTH. The firm was established in 06/03/2022. They have over 29 offices throughout the country.

TERRA WEALTH is a High Point, North Carolina based Financial Planning firm with nearly $340,742,000 assets under management, offering retirement planning & investment advisory services to 2587 clients. The firm is staffed with 65 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	320643
SEC#	801-125822
Assets Managed by Firm	$340,742,000
No. of Clients	2587
No. of Advisors	65

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	2587	$340,742,000
Individuals (other than high net worth individuals)	1632	$265,063,415
High net worth individuals	42	$75,021,500
Charitable organizations	Fewer than 5 clients	$657,085

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