Terra Wealth Management, LLC
● SEC registered since 2022CRD 320643SEC# 801-125822High Point, NC
Reg. AUM
$152M
Employees
13
Accounts
937
Location
High Point, NC
Terra Wealth Management, LLC assets under management
Terra Wealth Management, LLC is a registered investment adviser overseen by the SEC based in High Point, NC. The firm has been registered since 2022. It reports $152 million in regulatory assets under management and employs 13 people.
Terra Wealth Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Phillip Scott Leonard Control | Chief Compliance Officer, Chief Executive Officer | Under 5% | 2022 |
| Terra Wealth LLC Control | Managing Member | Over 75% | 2022 |
| Phillip Scott Leonard Control | Sole Member | Over 75% | 2022 |
Frequently asked questions
How much does Terra Wealth Management, LLC manage?
Terra Wealth Management, LLC reports $152 million in regulatory assets under management on its Form ADV.
How many employees does Terra Wealth Management, LLC have?
Terra Wealth Management, LLC reports 13 employees.
Where is Terra Wealth Management, LLC located?
Terra Wealth Management, LLC is based in High Point, NC and has been SEC-registered since 2022.
Does Terra Wealth Management, LLC disclose fund performance?
Terra Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 400 West English Road, Ste 223, High Point, NC 27262 |
| Phone | 305-928-3772 |
| Office hours | 8:30-5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$152M▼ 55%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$152Mregulatory AUM
Discretionary $120.5MNon-discretionary $31.5M