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TERRAFIRMA WEALTH PARTNERS

WALNUT CREEK, CA · CRD 331568 · IAPD ↗ · terrafirmawealth.com · 925-587-8882

$118.5MRegulatory AUM
2Advisory reps
3Employees
0Clients
51-100Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
December 2025 — TERRAFIRMA WEALTH PARTNERS (WALNUT CREEK, CA) is newly SEC-registered with $108.6M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
60
August 2025 — TERRAFIRMA WEALTH PARTNERS (WALNUT CREEK, CA) left the SEC roster — its 120-day provisional registration did not convert (was $83.0M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
50
June 2025 — TERRAFIRMA WEALTH PARTNERS added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
February 2025 — TERRAFIRMA WEALTH PARTNERS added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
67
February 2025 — TERRAFIRMA WEALTH PARTNERS reports 51-100 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
60
December 2024 — TERRAFIRMA WEALTH PARTNERS reported RAUM up 29% ($62.0M -> $80.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
December 2024 — TERRAFIRMA WEALTH PARTNERS now reports custody of client assets ($62.9M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
95
September 2024 — TERRAFIRMA WEALTH PARTNERS (WALNUT CREEK, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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