1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2TERRA WEALTH

Map pinHIGH POINT, NC
Phone305-928-3772
NotebookSEC #801-125822
Total AUM
$152M
Employees
13
Clients
573

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
400 WEST ENGLISH ROAD
STE 223
HIGH POINT
NC 27262
United States
Operating Hours
8:30-5:00 PM
Monday - Friday
Phone
305-928-3772
Other Offices
5

ReceiptFinancials

Total AUM
$152M
Accounts
937
Discretionary
$120.5M
Accounts
824
Non-Discretionary
$31.5M
Accounts
113

ContactClients

View more in analytics →

Individual Clients
526
AUM
$117.1M
HNW Individual Clients
46
AUM
$34.4M
Charitable Organization Clients
1
AUM
$437.9K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZFLGAIAINMDNCOKPASCTNTXUTVAWAWI

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account