WALNUT CREEK, CACRD 331568Latest ADV March 11, 2026
Terrafirma Wealth Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Walnut Creek, CA. Its latest Form ADV filing, dated March 11, 2026, reports $118M in regulatory assets under management, 3 employees, 2 offices, and 95 accounts.
Assets Under Management
$118M
Employees
3
Offices
2 offices
Total Clients
94
Primary office
WALNUT CREEK, CA
1255 TREAT BOULEVARD, SUITE 300, WALNUT CREEK, CA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 54.3% of total clients.
Top client categories% of clientsClients
1
Individuals
54.3%
51
2
HNWI
45.7%
43
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$118Mas of March 11, 2026
Discretionary100.0%
$118M
100% of total RAUM100.0%
Non-discretionary0.0%
$25K
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$118M
Total Accounts95
10Y AUM Change+$118M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee31:1
10Y Employee Change+2 (+200.0%)
* 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.