# Terrafirma Wealth Partners

> 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.

- CRD: 331568
- Filed as: TERRAFIRMA WEALTH PARTNERS
- Legal name: Terrafirma Wealth Partners LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Walnut Creek, CA
- Filing period: October 2026
- Form ADV filing dated: March 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/331568
- AdvisorCensus page: https://advisorcensus.com/firm/terrafirma-wealth-partners-walnut-creek-ca-331568

## Quick answers

**How is Terrafirma Wealth Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Terrafirma Wealth Partners reports these compensation arrangements: a percentage of assets under its management.

**How much does Terrafirma Wealth Partners charge?**
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.

**Where is Terrafirma Wealth Partners located?**
Terrafirma Wealth Partners' principal office is in Walnut Creek, CA, according to its Form ADV.

**Is Terrafirma Wealth Partners registered with the SEC or a state?**
Terrafirma Wealth Partners is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 331568.

**How much does Terrafirma Wealth Partners manage?**
Terrafirma Wealth Partners reports $118,465,077 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (100% discretionary).

**How have Terrafirma Wealth Partners' assets and staff changed since 2024?**
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.

**What types of clients does Terrafirma Wealth Partners serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (51); high net worth individuals (43).

**Which custodians does Terrafirma Wealth Partners use?**
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.

**Does Terrafirma Wealth Partners 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/331568

**Does Terrafirma Wealth Partners state an account minimum?**
Its Form ADV Part 2A brochure dated March 11, 2026 says: "TerraFirma generally does not impose a minimum relationship size."

**What changed in Terrafirma Wealth Partners' recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 1 to 2.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 11, 2026)

- 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

> 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%

- Account minimum: None

> TerraFirma generally does not impose a minimum relationship size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Altruist Financial LLC
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $118,465,077
- Discretionary: $118,439,805
- Non-discretionary: $25,272

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 51 | $24,637,356 |
| High net worth individuals | 43 | $93,827,721 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (0 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- terrafirmawealth.com
- Facebook @terrafirma.wealth
- LinkedIn @terrafirma-wealth-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $0 | 1 | June 14, 2024 |
| October 2026 | $118,465,077 | 3 | March 11, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 1 to 2.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Terrafirma Wealth Partners (CRD 331568): Form ADV filing data as of October 2026.