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| Happy Holidays!! thanks for using AUM13F!! |
| Terra Wealth Management LLC
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| CRD # | 320643 |
| SEC # | 801-125822 |
| CIK # | |
| AUM | $399.4 M (2025-04-28) |
| Employees | 55 (71% Investors, 55% Brokers) |
| Phone | 305-928-3772 |
| Address | 400 West English Road High Point, NC 27262 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,041 | 334.7 |
| (b) Individuals (high net worth individuals) | 46 | 64.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,917 | 399.4 |
| By Discretionary | ||
| Discretionary | 2,917 | 399.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,917 | 399.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 399.4 | |
| Total | 2,917 | 399.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Abel Hall LLC
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|
LA | 0.4 |
|
Pitzl Financial LLC
✚
|
MN | 0.4 |
|
Measured Risk Portfolios Inc
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|
CA | 0.4 |
|
Kestrel Partners LLP
✚
|
0.4 | |
|
Pavion Blue Capital LLC
✚
|
CA | 0.4 |
|
Elevated Financial Group LLC
✚
|
IN | 0.4 |
|
Lifestyle Asset Management Inc
✚
|
TX | 0.4 |
|
Hayek Kallen Investment Management LLC
✚
|
AL | 0.4 |
|
Zullo Investment Group Inc
✚
|
PA | 0.4 |
|
Bankoh Investment Services Inc
✚
|
HI | 0.4 |