Terra Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in High Point, NC. Its latest Form ADV filing, dated March 30, 2026, reports $152M in regulatory assets under management, 13 employees, 5 offices, and 937 accounts.
Assets Under Management
$152M
Employees
13
Offices
5 offices
Total Clients
572
Primary office
HIGH POINT, NC
400 WEST ENGLISH ROAD, STE 223, HIGH POINT, NC, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 92.0% of total clients.
Top client categories% of clientsClients
1
Individuals
92.0%
526
2
HNWI
8.0%
46
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$152Mas of March 30, 2026
Discretionary79.3%
$121M
79% of total RAUM79.3%
Non-discretionary20.7%
$31M
21% of total RAUM20.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$152M
Total Accounts937
10Y AUM Change+$152M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee44:1
10Y Employee Change+8 (+160.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.