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TERRA WEALTH

HIGH POINT, NC · CRD 320643 · IAPD ↗ · 305-928-3772

$152.0MRegulatory AUM
6Advisory reps
13Employees
0Clients
11-25Planning clients
0Private funds
16States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — TERRA WEALTH reported RAUM down 62% ($399.4M -> $152.0M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
50
April 2026 — TERRA WEALTH shrank from 39 to 6 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
53
April 2025 — TERRA WEALTH shrank from 52 to 39 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
45
March 2025 — TERRA WEALTH notice-filed in MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
August 2024 — TERRA WEALTH reported RAUM up 36% ($250.1M -> $340.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
53
July 2024 — TERRA WEALTH added office(s): 26 -> 28 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
April 2024 — TERRA WEALTH shrank from 58 to 52 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
67
April 2024 — TERRA WEALTH reported RAUM up 49% ($167.4M -> $250.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
73
April 2024 — TERRA WEALTH reports 101-250 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.