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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Terrafirma Wealth Partners LLC
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|---|---|
| CRD # | 331568 |
| SEC # | 801-130683 |
| CIK # | |
| AUM | $83.0 M (2025-06-09) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 925-587-8882 |
| Address | 1255 Treat Boulevard Walnut Creek, CA 94597 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 46 | 22.0 |
| (b) Individuals (high net worth individuals) | 32 | 61.0 |
| (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 | 0.0 |
| (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 | 261 | 83.0 |
| By Discretionary | ||
| Discretionary | 250 | 81.5 |
| Non-Discretionary | 11 | 1.5 |
| Total | 261 | 83.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 83.0 | |
| Total | 261 | 83.0 |
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|---|---|---|
|
Circle N Advisors LLC
✚
|
NY | 0.1 |
|
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NY | 0.1 |
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NY | 0.1 |
|
Stage Wealth Management Inc
✚
|
0.1 | |
|
Washington Square Capital Management LLC
✚
|
NY | 0.1 |
|
Derastone LLC
✚
|
0.1 | |
|
VAM Group LLC
✚
|
PA | 0.1 |
|
Aristotle Credit Partners LLC
✚
|
CA | 0.1 |