Adviser Profile
| As of Date | 11/20/2025 |
| Registration status | Registration Changed to TERRAFIRMA WEALTH PARTNERS LLC |
| ADV Location | WALNUT CREEK, CA, United States |
| Contact Info | 925 xxxxxxx |
| Websites |
| AUM* | 108,627,213 31% |
| of that, discretionary | 108,202,624 33% |
| Number of Employees | 3 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,193,706 275% |
| % High Net Worth | 55.56% 35% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
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
1
1
1
1
Private Funds
No private funds