TERRA WEALTH MANAGEMENT, LLC

TERRA WEALTH
HIGH POINT, North Carolina·2 registered advisors·CRD# 320643
SEC# 801-12582228855-708-3772
01

Firm Overview

AUM
$341M
Regulatory assets under management
Employees
65
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at TERRA WEALTH MANAGEMENT, LLC

2 registered advisors
James David May
HIGH POINT, North Carolina
Phillip Scott Leonard
HIGH POINT, North Carolina
05

Office Locations

HIGH POINT, North Carolina
2 advisors

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Data sourced from SEC Form ADV filings. TERRA WEALTH MANAGEMENT, LLC (CRD# 320643) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.