AdvisorCensus / Financial advisors / North Carolina / Greensboro / Terra Wealth
Terra Wealth is an SEC-registered investment advisory firm in High Point, NC, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.
Quick answers
From the filingHow is Terra Wealth compensated?
On its Form ADV (Item 5.E, October 2026), Terra Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
What does Terra Wealth's brochure say about its fees?
Its Form ADV Part 2A brochure dated March 30, 2026 states: Asset-based fee: up to 2% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Terra Wealth located?
Terra Wealth's principal office is in High Point, NC, according to its Form ADV; the April 2026 filing also lists 3 other offices (Schedule D, Section 1.F).
Is Terra Wealth registered with the SEC or a state?
Terra Wealth is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 320643.
How much does Terra Wealth manage?
Terra Wealth reports $152,005,349 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (79% discretionary).
How have Terra Wealth's assets and staff changed since 2022?
In the Form ADV data for Terra Wealth: Regulatory assets under management: $0 in the October 2022 data and $152,005,349 in the October 2026 data. Total employees: 5 in October 2022 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Terra Wealth serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (526); high net worth individuals (46).
Which custodians does Terra Wealth use?
Terra Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.
Does Terra Wealth report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/320643
Does Terra Wealth state an account minimum?
Its Form ADV Part 2A brochure dated March 30, 2026 says: "Terra Wealth generally requires a minimum relationship size of $50,000 to effectively implement its investment process. This amount may be waived or reduced at the sole discretion of the Advisor."
What changed in Terra Wealth's recent Form ADV filings?
In the April 2026 filing data: No longer lists the business name Multi Family Office Wealth Solutions, LLC. Employees performing advisory functions went from 39 to 6. Regulatory assets under management went from $399,431,686 to $152,005,349 (-62%). Added an office in Nashville, TN. No longer lists an office in Athens, TX. No longer lists an office in Flagstaff, AZ. No longer lists an office in Forest City, IA. No longer lists an office in Gilbert, AZ. No longer lists an office in Lancaster, PA. No longer lists an office in Wausau, WI. No longer lists an office in York, PA.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: up to 2% of assets a year (the maximum the brochure states)
The brochure's wording
Assets under management fees range up to 2.00%, billed either monthly in arrears or quarterly in advance (“Billing Period”).
Account minimum: $50,000 (the brochure says it may be waived or negotiated)
The brochure's wording
Terra Wealth generally requires a minimum relationship size of $50,000 to effectively implement its investment process. This amount may be waived or reduced at the sole discretion of the Advisor.
As stated in the firm's Form ADV Part 2A brochure dated March 30, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$152,005,349 as of October 2026, filing dated March 30, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- Terra Wealth Management, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2022 (4 years)
- Employees
- Total: 13. Performing investment advisory functions: 6.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
3 other offices, as of the April 2026 filing
- States registered or notice-filed
-
16 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $152,005,349 | 13 | March 30, 2026 |
| October 2025 | $399,431,686 | 55 | April 28, 2025 |
| October 2024 | $340,742,000 | 65 | July 30, 2024 |
| October 2023 | $167,354,321 | 62 | August 21, 2023 |
| October 2022 | $0 | 5 | September 9, 2022 |
Regulatory assets under management: $0 in the October 2022 data and $152,005,349 in the October 2026 data.
Total employees: 5 in October 2022 and 13 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- No longer lists the business name Multi Family Office Wealth Solutions, LLC.
- Employees performing advisory functions went from 39 to 6.
- Regulatory assets under management went from $399,431,686 to $152,005,349 (-62%).
- Added an office in Nashville, TN.
- No longer lists an office in Athens, TX.
- No longer lists an office in Flagstaff, AZ.
- No longer lists an office in Forest City, IA.
- No longer lists an office in Gilbert, AZ.
- No longer lists an office in Lancaster, PA.
- No longer lists an office in Wausau, WI.
- No longer lists an office in York, PA.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Terra Wealth (CRD 320643): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/terra-wealth-high-point-nc-320643