Terrafirma Wealth Partners
Terrafirma Wealth Partners is an SEC-registered wealth manager in Walnut Creek, CA with $118.5M assets under management (AUM, regulatory AUM), +43% over one year. See who owns Terrafirma Wealth Partners: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 331568, SEC 801-134751, data through 2026-03-11.
- AUM (assets under management / regulatory AUM)
- $118.5M (2026-03-11)
- Firm type
- Wealth Manager
- Location
- Walnut Creek, CA
- Employees
- 3
- Clients
- 94
- CRD
- 331568
- Ownership
- FANG, JASON, G
How much AUM does Terrafirma Wealth Partners have?
Terrafirma Wealth Partners reported $118.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-11).
Who owns Terrafirma Wealth Partners?
Disclosed owners and executives of Terrafirma Wealth Partners include FANG, JASON, G. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.