TERRA WEALTH

Legal name: TERRA WEALTH MANAGEMENT, LLC

CRD 320643File 801-125822

APPROVED

Retail clients

Filing as of Mar 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$152.0M

Bottom 25% of cohort (national)

Discretionary AUM

$120.5M

Non-discretionary $31.5M

Clients

572

937 accounts

Employees

Bottom 25% of cohort in NC

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: Jun 3, 2022
Principal office: 400 WEST ENGLISH ROAD, STE 223, HIGH POINT, NC, 27262
Phone: 305-928-3772
Website: https://www.facebook.com/watch/TerraWealth/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $152.0M
Discretionary AUM: $120.5M
Non-discretionary AUM: $31.5M
Discretionary accounts: 824
Non-discretionary accounts: 113
Total accounts: 937
AUM per client: $266K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$438K
High net worth individuals	46	$34.4M
Individuals (other than high net worth individuals)	526	$117.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

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

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.