Terrafirma Wealth Partners LLC
● SEC registered since 2025CRD 331568SEC# 801-134751Walnut Creek, CA
Reg. AUM
$118.5M
Employees
3
Accounts
95
Location
Walnut Creek, CA
Terrafirma Wealth Partners LLC assets under management
Terrafirma Wealth Partners LLC is an SEC-registered investment adviser based in Walnut Creek, CA. The firm has been registered since 2025. It reports $118.5 million in regulatory assets under management and employs 3 people.
Terrafirma Wealth Partners LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jason G Fang Control | Principal And Chief Compliance Officer | Over 75% | 2024 |
Frequently asked questions
How much does Terrafirma Wealth Partners LLC manage?
Terrafirma Wealth Partners LLC reports $118.5 million in regulatory assets under management on its Form ADV.
How many employees does Terrafirma Wealth Partners LLC have?
Terrafirma Wealth Partners LLC reports 3 employees.
Where is Terrafirma Wealth Partners LLC located?
Terrafirma Wealth Partners LLC is based in Walnut Creek, CA and has been SEC-registered since 2025.
Does Terrafirma Wealth Partners LLC disclose fund performance?
Terrafirma Wealth Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1255 Treat Boulevard, Suite 300, Walnut Creek, CA 94597 |
| Phone | 925-587-8882 |
| Office hours | By Appointment |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$118.5M▲ 43%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$118.5Mregulatory AUM
Discretionary $118.4MNon-discretionary $25K