Adviser Profile
| As of Date | 07/03/2025 |
| Registration status | Registration Changed to TERRAFIRMA WEALTH PARTNERS LLC |
| ADV Location | WALNUT CREEK, CA, United States |
| Contact Info | 925 xxxxxxx |
| Websites |
| AUM* | 83,000,000 4% |
| of that, discretionary | 81,500,000 6% |
| Number of Employees | 3 -25% |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 318,008 -68% |
| % High Net Worth | 41.03% -5% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- No longer eligible
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
82M
70M
58M
47M
35M
23M
12M
2024
2025
Private Funds
No private funds