{
  "crd_number": 331568,
  "slug": "terrafirma-wealth-partners-walnut-creek-ca-331568",
  "primary_business_name": "TERRAFIRMA WEALTH PARTNERS",
  "legal_name": "TERRAFIRMA WEALTH PARTNERS LLC",
  "dbas": [],
  "city": "Walnut Creek",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41860",
  "metro": {
    "cbsa_code": "41860",
    "common_name": "San Francisco",
    "msa_name": "San Francisco-Oakland-Fremont, CA",
    "path": "/advisors/ca/san-francisco"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-11-17",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-03-11",
  "carried_forward": false,
  "raum_total": 118465077.0,
  "raum_discretionary": 118439805.0,
  "raum_non_discretionary": 25272.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 24637356.0,
      "count": 51
    },
    "high_net_worth_individuals": {
      "raum": 93827721.0,
      "count": 43
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "WA"
  ],
  "websites": [
    "https://facebook.com/terrafirma.wealth",
    "https://linkedin.com/company/terrafirma-wealth-partners",
    "https://terrafirmawealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/331568",
  "city_as_filed": "WALNUT CREEK",
  "url": "https://advisorcensus.com/firm/terrafirma-wealth-partners-walnut-creek-ca-331568",
  "display_name": "Terrafirma Wealth Partners",
  "summary": "Terrafirma Wealth Partners is an SEC-registered investment advisory firm in Walnut Creek, CA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 11, 2026.",
  "citation": "AdvisorCensus. Terrafirma Wealth Partners (CRD 331568): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Terrafirma Wealth Partners compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Terrafirma Wealth Partners reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does Terrafirma Wealth Partners charge?",
      "a": "Its Form ADV Part 2A brochure dated March 11, 2026 states: Up to $499,999.99: 1.5% a year; $500,000 to $750,000.00: 1.15% a year; $750,000 to $999,999.99: 0.9% a year; $1,000,000 to $2,999,999.99: 0.7% a year; $3,000,000 to $9,999,999.99: 0.55% a year; Above $10,000,000: 0.5% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Terrafirma Wealth Partners located?",
      "a": "Terrafirma Wealth Partners' principal office is in Walnut Creek, CA, according to its Form ADV."
    },
    {
      "q": "Is Terrafirma Wealth Partners registered with the SEC or a state?",
      "a": "Terrafirma Wealth Partners is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 331568."
    },
    {
      "q": "How much does Terrafirma Wealth Partners manage?",
      "a": "Terrafirma Wealth Partners reports $118,465,077 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (100% discretionary)."
    },
    {
      "q": "How have Terrafirma Wealth Partners' assets and staff changed since 2024?",
      "a": "In the Form ADV data for Terrafirma Wealth Partners: Regulatory assets under management: $0 in the October 2024 data and $118,465,077 in the October 2026 data. Total employees: 1 in October 2024 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Terrafirma Wealth Partners serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (51); high net worth individuals (43)."
    },
    {
      "q": "Which custodians does Terrafirma Wealth Partners use?",
      "a": "Terrafirma Wealth Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC and Charles Schwab & Co., Inc. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Terrafirma Wealth Partners 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/331568"
    },
    {
      "q": "Does Terrafirma Wealth Partners state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 11, 2026 says: \"TerraFirma generally does not impose a minimum relationship size.\""
    },
    {
      "q": "What changed in Terrafirma Wealth Partners' recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 1 to 2."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 1,
      "filing_date": "2024-06-14"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 118465077.0,
      "total_employees": 3,
      "filing_date": "2026-03-11"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 1 to 2."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 11, 2026",
    "provided_by_the_firm": false,
    "tiers": [
      {
        "band": "Up to $499,999.99",
        "rate": "1.5%"
      },
      {
        "band": "$500,000 to $750,000.00",
        "rate": "1.15%"
      },
      {
        "band": "$750,000 to $999,999.99",
        "rate": "0.9%"
      },
      {
        "band": "$1,000,000 to $2,999,999.99",
        "rate": "0.7%"
      },
      {
        "band": "$3,000,000 to $9,999,999.99",
        "rate": "0.55%"
      },
      {
        "band": "Above $10,000,000",
        "rate": "0.5%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "Up to $499,999.99: 1.5% a year",
          "$500,000 to $750,000.00: 1.15% a year",
          "$750,000 to $999,999.99: 0.9% a year",
          "$1,000,000 to $2,999,999.99: 0.7% a year",
          "$3,000,000 to $9,999,999.99: 0.55% a year",
          "Above $10,000,000: 0.5% a year"
        ],
        "quotes": [
          "Wealth management fees are based on the following blended schedule: Assets Under Management ($) Annual Rate (%) $0 to $499,999.99 1.50% $500,000 to $749,999.999 1.15% $750,000 to $999,999.99 0.90% $1,000,000 to $2,999,999.99 0.70% $3,000,000 to $9,999,999.99 0.55% $10,000,000 and Above 0.50%"
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "TerraFirma generally does not impose a minimum relationship size."
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": 0.0,
          "max": 499999.99,
          "rate_pct": 1.5
        },
        {
          "min": 500000.0,
          "max": 749999.999,
          "rate_pct": 1.15
        },
        {
          "min": 750000.0,
          "max": 999999.99,
          "rate_pct": 0.9
        },
        {
          "min": 1000000.0,
          "max": 2999999.99,
          "rate_pct": 0.7
        },
        {
          "min": 3000000.0,
          "max": 9999999.99,
          "rate_pct": 0.55
        },
        {
          "min": 10000000.0,
          "max": null,
          "rate_pct": 0.5
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Wealth management fees are based on the following blended schedule: Assets Under Management ($) Annual Rate (%) $0 to $499,999.99 1.50% $500,000 to $749,999.999 1.15% $750,000 to $999,999.99 0.90% $1,000,000 to $2,999,999.99 0.70% $3,000,000 to $9,999,999.99 0.55% $10,000,000 and Above 0.50%",
      "TerraFirma generally does not impose a minimum relationship size."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Altruist Financial LLC",
      "name_as_filed": "ALTRUIST FINANCIAL LLC",
      "affiliated": false
    },
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "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/terrafirma-wealth-partners-walnut-creek-ca-331568.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 51,
      "fewer_than_5": false,
      "raum": 24637356.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 43,
      "fewer_than_5": false,
      "raum": 93827721.0
    }
  ],
  "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/331568",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}