← Directory
TERRAFIRMA WEALTH PARTNERS
Legal name: TERRAFIRMA WEALTH PARTNERS LLC
CRD 331568File 801-134751
APPROVED
Retail clients
Filing as of Mar 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$118.5M
Bottom 25% of cohort (national)
Discretionary AUM
$118.4M
Non-discretionary $25K
Clients
94
95 accounts
Employees
3
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Nov 17, 2025
- Principal office
- 1255 TREAT BOULEVARD, SUITE 300, WALNUT CREEK, CA, 94597
- Phone
- 925-587-8882
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $118.5M
- Discretionary AUM
- $118.4M
- Non-discretionary AUM
- $25K
- Discretionary accounts
- 94
- Non-discretionary accounts
- 1
- Total accounts
- 95
- AUM per client
- $1.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 43 | $93.8M |
| Individuals (other than high net worth individuals) | 51 | $24.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- 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 11This 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.