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Building 2TERRAFIRMA WEALTH PARTNERS

Map pinWALNUT CREEK, CA
Phone925-587-8882
NotebookSEC #801-134751
Total AUM
$118.5M
Employees
3
Clients
94

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1255 TREAT BOULEVARD
SUITE 300
WALNUT CREEK
CA 94597
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
925-587-8882
Other Offices
2

ReceiptFinancials

Total AUM
$118.5M
Accounts
95
Discretionary
$118.4M
Accounts
94
Non-Discretionary
$25.3K
Accounts
1

ContactClients

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Individual Clients
51
AUM
$24.6M
HNW Individual Clients
43
AUM
$93.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAWA

HandshakeAffiliates

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

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