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Chief Compliance Officer, Chief Executive Officer · Terra Wealth

Phillip S. Leonard

CRD 4906018 · Named on Form ADV at one SEC-registered adviser

At a glance

Terra Wealth, an SEC-registered wealth manager based in High Point, NC with $152 million in regulatory assets, lists Phillip S. Leonard on its Form ADV as Chief Compliance Officer, Chief Executive Officer, a control person.

Firms and roles

  • Terra WealthChief Compliance Officer, Chief Executive OfficerWealth manager · High Point, NC · $152M in regulatory assets

AtlasMembers

Phillip’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Phillip’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.