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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 28, 2025
- Branch Offices
- 24
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LEONARD, PHILLIP, SCOTT | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| LEONARD, PHILLIP, SCOTT | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| LEONARD, PHILLIP, SCOTT | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| LEONARD, PHILLIP, SCOTT | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| LEONARD, PHILLIP, SCOTT | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| LEONARD, PHILLIP, SCOTT | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| LEONARD, PHILLIP, SCOTT | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| LEONARD, PHILLIP, SCOTT | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| LEONARD, PHILLIP, SCOTT | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| LEONARD, PHILLIP, SCOTT | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| LEONARD, PHILLIP, SCOTT | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| LEONARD, PHILLIP, SCOTT | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| LEONARD, PHILLIP, SCOTT | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| LEONARD, PHILLIP, SCOTT | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| LEONARD, PHILLIP, SCOTT | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| LEONARD, PHILLIP, SCOTT | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| LEONARD, PHILLIP, SCOTT | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| LEONARD, PHILLIP, SCOTT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LEONARD, PHILLIP, SCOTT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LEONARD, PHILLIP, SCOTT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LEONARD, PHILLIP, SCOTT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LEONARD, PHILLIP, SCOTT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LEONARD, PHILLIP, SCOTT | I | CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER | NA | Control |
| May, James, David | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| May, James, David | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| May, James, David | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| May, James, David | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| May, James, David | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TERRA WEALTH LLC | DE | MANAGING MEMBER | E | Control |
| TERRA WEALTH LLC | DE | MANAGING MEMBER | E | Control |
| TERRA WEALTH LLC | DE | MANAGING MEMBER | E | Control |
| TERRA WEALTH LLC | DE | MANAGING MEMBER | E | Control |
| TERRA WEALTH LLC | DE | MANAGING MEMBER | E | Control |
| TERRA WEALTH LLC | DE | MANAGING MEMBER | E | Control |
| TERRA WEALTH LLC | DE | MANAGING MEMBER | E | Control |
| TERRA WEALTH LLC | DE | MANAGING MEMBER | E | Control |
| TERRA WEALTH LLC | DE | MANAGING MEMBER | E | Control |
| TERRA WEALTH LLC | DE | MANAGING MEMBER | E | Control |
| TERRA WEALTH LLC | DE | MANAGING MEMBER | E | Control |
| TERRA WEALTH LLC | DE | MANAGING MEMBER | E | Control |
| TERRA WEALTH LLC | DE | MANAGING MEMBER | E | Control |
| TERRA WEALTH LLC | DE | MANAGING MEMBER | E | Control |
| TERRA WEALTH LLC | DE | MANAGING MEMBER | E | Control |
| TERRA WEALTH LLC | DE | MANAGING MEMBER | E | Control |
| TERRA WEALTH LLC | DE | MANAGING MEMBER | E | Control |
| TERRA WEALTH LLC | DE | MANAGING MEMBER | E | Control |
| TERRA WEALTH LLC | DE | MANAGING MEMBER | E | Control |
| TERRA WEALTH LLC | DE | MANAGING MEMBER | E | Control |
| TERRA WEALTH LLC | DE | MANAGING MEMBER | E | Control |
| TERRA WEALTH LLC | DE | MANAGING MEMBER | E | Control |
| TERRA WEALTH LLC | DE | MANAGING MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| LEONARD, PHILLIP, SCOTT | I | TERRA WEALTH LLC | E | Control |
| LEONARD, PHILLIP, SCOTT | I | TERRA WEALTH LLC | E | Control |
| LEONARD, PHILLIP, SCOTT | I | TERRA WEALTH LLC | E | Control |
| LEONARD, PHILLIP, SCOTT | I | TERRA WEALTH LLC | E | Control |
| LEONARD, PHILLIP, SCOTT | I | TERRA WEALTH LLC | E | Control |
| LEONARD, PHILLIP, SCOTT | I | TERRA WEALTH LLC | E | Control |
| LEONARD, PHILLIP, SCOTT | I | TERRA WEALTH LLC | E | Control |
| LEONARD, PHILLIP, SCOTT | I | TERRA WEALTH LLC | E | Control |
| LEONARD, PHILLIP, SCOTT | I | TERRA WEALTH LLC | E | Control |
| LEONARD, PHILLIP, SCOTT | I | TERRA WEALTH LLC | E | Control |
| LEONARD, PHILLIP, SCOTT | I | TERRA WEALTH LLC | E | Control |
| LEONARD, PHILLIP, SCOTT | I | TERRA WEALTH LLC | E | Control |
| LEONARD, PHILLIP, SCOTT | I | TERRA WEALTH LLC | E | Control |
| LEONARD, PHILLIP, SCOTT | I | TERRA WEALTH LLC | E | Control |
| LEONARD, PHILLIP, SCOTT | I | TERRA WEALTH LLC | E | Control |
| LEONARD, PHILLIP, SCOTT | I | TERRA WEALTH LLC | E | Control |
| LEONARD, PHILLIP, SCOTT | I | TERRA WEALTH LLC | E | Control |
| LEONARD, PHILLIP, SCOTT | I | TERRA WEALTH LLC | E | Control |
| LEONARD, PHILLIP, SCOTT | I | TERRA WEALTH LLC | E | Control |
| LEONARD, PHILLIP, SCOTT | I | TERRA WEALTH LLC | E | Control |
Registrations
Federal
IA
Apr 28, 2025 REGISTERED
Notice Filings (16)
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Address
400 WEST ENGLISH ROADSTE 215
HIGH POINT, NC 27262
United States
Phone: 305-928-3772