Adviser Profile

As of Date 03/11/2026
Registration SEC, Approved, 11/17/2025
Other registrations (8)
Former registrations

TERRAFIRMA WEALTH PARTNERS LLC

TERRAFIRMA WEALTH PARTNERS LLC

ADV Location WALNUT CREEK, CA, United States
Contact Info 925 xxxxxxx
Websites
AUM* 118,465,077
of that, discretionary 118,439,805
Number of Employees 3
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 1,247,001
% High Net Worth 45.74%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

118M 102M 85M 68M 51M 34M 17M
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees