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Wealth manager, independent · Walnut Creek, CA

Terrafirma Wealth Partners

Terrafirma Wealth Partners LLC · SEC-registered investment adviser · CRD 331568 · SEC 801-134751

At a glance

Terrafirma Wealth Partners is an SEC-registered investment adviser based in Walnut Creek, California, with $118 million in regulatory assets under management as of its Form ADV filed March 11, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 94 individual clients. By Form ADV it is a wealth manager, ranked 7,770th of 8,915 wealth managers and 14,796th of 17,210 SEC-registered advisers by assets.

Main office 925-587-8882terrafirmawealth.comLinkedInAs filed on Form ADV

Regulatory AUM
$118M
Rank among wealth managers
#7,770 of 8,915
Rank among all SEC RIAs
#14,796 of 17,210
Rank in California
#1,671 of 1,873
Individual clients
94
High-net-worth clients
43
Accounts
95
Discretionary
100% of AUM
Employees
3
Advisory staff
2
Offices
3

Owners and executives on its Form ADV

Custody and brokerage

2 custodians

  1. Altruist$118M100%
  2. Charles Schwab$0M0%

Other RIAs using AltruistOther multi-custodian RIAs

Broker-dealer

No broker-dealer ties

Other RIAs with no broker-dealer ties

Who it serves

Client typeClientsRegulatory AUMShare
High-net-worth individuals43$94M79%
Individuals51$25M21%

Disciplinary disclosures

Terrafirma Wealth Partners reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Selecting other advisers

How it’s paid

  • A percentage of assets under management

Form ADV and brochures on the SEC’s adviser search ↗terrafirmawealth.com ↗

AtlasMembers

The full record on Terrafirma Wealth Partners

Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.

Assets, accounts, clients and staff, 2 years of filings
Locked
Growth over one, three and five years
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Rank against 4,738 peers of its type and size
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Owners and executives, with titles and stakes
1 namedLocked
Main office, fax and compliance officer
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Filing changes this year, with alerts
1Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Background

Questions

How much does Terrafirma Wealth Partners manage?

Terrafirma Wealth Partners reports $118 million in regulatory assets under management across 95 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 11, 2026.

What kind of firm is Terrafirma Wealth Partners?

Terrafirma Wealth Partners is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.

Who are Terrafirma Wealth Partners’s clients?

By assets, its largest client types are high-net-worth individuals ($94 million, 43 clients); individuals ($25 million, 51 clients).

Does Terrafirma Wealth Partners have any disciplinary history?

Terrafirma Wealth Partners reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.

Where these numbers come from

Every figure is Terrafirma Wealth Partners’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-11), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.

Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →