{
  "crd_number": 320643,
  "slug": "terra-wealth-high-point-nc-320643",
  "primary_business_name": "TERRA WEALTH",
  "legal_name": "TERRA WEALTH MANAGEMENT, LLC",
  "dbas": [],
  "city": "High Point",
  "state": "NC",
  "country": "United States",
  "cbsa_code": "24660",
  "metro": {
    "cbsa_code": "24660",
    "common_name": "Greensboro",
    "msa_name": "Greensboro-High Point, NC",
    "path": "/advisors/nc/greensboro"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-06-03",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 152005349.0,
  "raum_discretionary": 120539478.0,
  "raum_non_discretionary": 31465871.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 13,
  "advisory_employees": 6,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 437900.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 117136119.0,
      "count": 526
    },
    "high_net_worth_individuals": {
      "raum": 34431330.0,
      "count": 46
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "FL",
    "GA",
    "IA",
    "IN",
    "MD",
    "NC",
    "OK",
    "PA",
    "SC",
    "TN",
    "TX",
    "UT",
    "VA",
    "WA",
    "WI"
  ],
  "websites": [
    "https://facebook.com/watch/TerraWealth",
    "https://instagram.com/terra_wealth",
    "https://linkedin.com/company/terrawealth",
    "https://terrawealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/320643",
  "city_as_filed": "HIGH POINT",
  "url": "https://advisorcensus.com/firm/terra-wealth-high-point-nc-320643",
  "display_name": "Terra Wealth",
  "summary": "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.",
  "citation": "AdvisorCensus. Terra Wealth (CRD 320643): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "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)"
  ],
  "quick_answers": [
    {
      "q": "How is Terra Wealth compensated?",
      "a": "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)."
    },
    {
      "q": "How much does Terra Wealth charge?",
      "a": "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); Hourly rate: $250 to $500 an hour (ad-hoc and project-based consultations). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Terra Wealth located?",
      "a": "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)."
    },
    {
      "q": "Is Terra Wealth registered with the SEC or a state?",
      "a": "Terra Wealth is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 320643."
    },
    {
      "q": "How much does Terra Wealth manage?",
      "a": "Terra Wealth reports $152,005,349 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (79% discretionary)."
    },
    {
      "q": "How have Terra Wealth's assets and staff changed since 2022?",
      "a": "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."
    },
    {
      "q": "What types of clients does Terra Wealth serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (526); high net worth individuals (46)."
    },
    {
      "q": "Which custodians does Terra Wealth use?",
      "a": "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."
    },
    {
      "q": "Does Terra Wealth report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Terra Wealth state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in Terra Wealth's recent Form ADV filings?",
      "a": "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."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 5,
      "filing_date": "2022-09-09"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 167354321.0,
      "total_employees": 62,
      "filing_date": "2023-08-21"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 340742000.0,
      "total_employees": 65,
      "filing_date": "2024-07-30"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 399431686.0,
      "total_employees": 55,
      "filing_date": "2025-04-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 152005349.0,
      "total_employees": 13,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "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."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 30, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "2% of assets a year",
    "account_minimum": "$50,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $250 to $500 an hour (ad-hoc and project-based consultations)"
    ],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 2% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "Assets under management fees range up to 2.00%, billed either monthly in arrears or quarterly in advance (“Billing Period”)."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $50,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "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."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $250 to $500 an hour (ad-hoc and project-based consultations)"
        ],
        "quotes": [
          "Hourly rates may generally range from $250 to $500 per hour."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": 2.0,
      "account_minimum": 50000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": null,
          "min": 250.0,
          "max": 500.0,
          "period": "hour",
          "service": "ad-hoc and project-based consultations"
        }
      ]
    },
    "quotes": [
      "Assets under management fees range up to 2.00%, billed either monthly in arrears or quarterly in advance (“Billing Period”).",
      "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.",
      "Hourly rates may generally range from $250 to $500 per hour."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/terra-wealth-high-point-nc-320643.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 526,
      "fewer_than_5": false,
      "raum": 117136119.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 46,
      "fewer_than_5": false,
      "raum": 34431330.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 437900.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/320643",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}