TERRAFIRMA WEALTH PARTNERS LLC
Legal name: TERRAFIRMA WEALTH PARTNERS
CRD #331568 SEC #801-134751 WALNUT CREEK, CA 925-587-8882
SEC Registered
Total AUM
$108.6M
Discretionary
$108.2M
Employees
3
Clients
51
Accounts
91
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $108.6M | $108.2M | $424.6K | 3 | 0 |
| Oct 2025 | $108.6M | $108.2M | $424.6K | 3 | 0 |
| Jun 2025 | $83M | $81.5M | $1.5M | 3 | 0 |
| May 2025 | $83M | $81.5M | $1.5M | 3 | 0 |
| Feb 2025 | $83M | $81.5M | $1.5M | 3 | 0 |
| Jan 2025 | $83M | $81.5M | $1.5M | 3 | 0 |
| Jan 2025 | $80M | $77M | $3M | 4 | 0 |
| Nov 2024 | $80M | $77M | $3M | 4 | 0 |
| Oct 2024 | $62M | $60M | $2M | 4 | 0 |
| Jun 2024 | $0 | $0 | $0 | 1 | 0 |
DateDec 2025
Total AUM$108.6M
Discretionary$108.2M
Non-Disc.$424.6K
Employees3
Clients0
DateOct 2025
Total AUM$108.6M
Discretionary$108.2M
Non-Disc.$424.6K
Employees3
Clients0
DateJun 2025
Total AUM$83M
Discretionary$81.5M
Non-Disc.$1.5M
Employees3
Clients0
DateMay 2025
Total AUM$83M
Discretionary$81.5M
Non-Disc.$1.5M
Employees3
Clients0
DateFeb 2025
Total AUM$83M
Discretionary$81.5M
Non-Disc.$1.5M
Employees3
Clients0
DateJan 2025
Total AUM$83M
Discretionary$81.5M
Non-Disc.$1.5M
Employees3
Clients0
DateJan 2025
Total AUM$80M
Discretionary$77M
Non-Disc.$3M
Employees4
Clients0
DateNov 2024
Total AUM$80M
Discretionary$77M
Non-Disc.$3M
Employees4
Clients0
DateOct 2024
Total AUM$62M
Discretionary$60M
Non-Disc.$2M
Employees4
Clients0
DateJun 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0