TERRA WEALTH MANAGEMENT, LLC
Legal name: TERRA WEALTH
CRD #320643 SEC #801-125822 HIGH POINT, NC 305-928-3772
SEC Registered
Total AUM
$399.4M
Discretionary
$399.4M
Employees
55
Clients
51
Accounts
2,917
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $399.4M | $399.4M | $0 | 55 | 0 |
| Mar 2025 | $399.4M | $399.4M | $0 | 55 | 0 |
| Feb 2025 | $340.7M | $340.7M | $0 | 65 | 0 |
| Jul 2024 | $340.7M | $340.7M | $0 | 65 | 0 |
| Jun 2024 | $250.1M | $250.1M | $0 | 65 | 0 |
| Mar 2024 | $250.1M | $250.1M | $0 | 65 | 0 |
| Oct 2023 | $167.4M | $167.4M | $0 | 62 | 0 |
| Oct 2023 | $167.4M | $167.4M | $0 | 62 | 0 |
| Aug 2023 | $167.4M | $167.4M | $0 | 62 | 0 |
| May 2023 | $167.4M | $167.4M | $0 | 62 | 0 |
| May 2023 | $167.4M | $167.4M | $0 | 62 | 0 |
| Mar 2023 | $167.4M | $167.4M | $0 | 62 | 0 |
| Mar 2023 | $146M | $146M | $0 | 5 | 0 |
| Nov 2022 | $146M | $146M | $0 | 5 | 0 |
| Nov 2022 | $146M | $146M | $0 | 5 | 0 |
| Oct 2022 | $146M | $146M | $0 | 5 | 0 |
| Oct 2022 | $146M | $146M | $0 | 5 | 0 |
| Sep 2022 | $0 | $0 | $0 | 5 | 0 |
| Aug 2022 | $0 | $0 | $0 | 5 | 0 |
| Jul 2022 | $0 | $0 | $0 | 5 | 0 |
| Jul 2022 | $0 | $0 | $0 | 5 | 0 |
| May 2022 | $0 | $0 | $0 | 5 | 0 |
DateApr 2025
Total AUM$399.4M
Discretionary$399.4M
Non-Disc.$0
Employees55
Clients0
DateMar 2025
Total AUM$399.4M
Discretionary$399.4M
Non-Disc.$0
Employees55
Clients0
DateFeb 2025
Total AUM$340.7M
Discretionary$340.7M
Non-Disc.$0
Employees65
Clients0
DateJul 2024
Total AUM$340.7M
Discretionary$340.7M
Non-Disc.$0
Employees65
Clients0
DateJun 2024
Total AUM$250.1M
Discretionary$250.1M
Non-Disc.$0
Employees65
Clients0
DateMar 2024
Total AUM$250.1M
Discretionary$250.1M
Non-Disc.$0
Employees65
Clients0
DateOct 2023
Total AUM$167.4M
Discretionary$167.4M
Non-Disc.$0
Employees62
Clients0
DateOct 2023
Total AUM$167.4M
Discretionary$167.4M
Non-Disc.$0
Employees62
Clients0
DateAug 2023
Total AUM$167.4M
Discretionary$167.4M
Non-Disc.$0
Employees62
Clients0
DateMay 2023
Total AUM$167.4M
Discretionary$167.4M
Non-Disc.$0
Employees62
Clients0
DateMay 2023
Total AUM$167.4M
Discretionary$167.4M
Non-Disc.$0
Employees62
Clients0
DateMar 2023
Total AUM$167.4M
Discretionary$167.4M
Non-Disc.$0
Employees62
Clients0
DateMar 2023
Total AUM$146M
Discretionary$146M
Non-Disc.$0
Employees5
Clients0
DateNov 2022
Total AUM$146M
Discretionary$146M
Non-Disc.$0
Employees5
Clients0
DateNov 2022
Total AUM$146M
Discretionary$146M
Non-Disc.$0
Employees5
Clients0
DateOct 2022
Total AUM$146M
Discretionary$146M
Non-Disc.$0
Employees5
Clients0
DateOct 2022
Total AUM$146M
Discretionary$146M
Non-Disc.$0
Employees5
Clients0
DateSep 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateAug 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJul 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJul 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateMay 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0