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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 9, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FANG, JASON, G | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| FANG, JASON, G | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| FANG, JASON, G | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| FANG, JASON, G | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| FANG, JASON, G | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| FANG, JASON, G | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| FANG, JASON, G | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| FANG, JASON, G | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| FANG, JASON, G | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| FANG, JASON, G | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Dec 9, 2025 REGISTERED
Notice Filings (4)
AZ CA OR WA
Address
1255 TREAT BOULEVARDSUITE 300
WALNUT CREEK, CA 94597
United States
Phone: 925-587-8882