SEC Form ADV

TERRAFIRMA WEALTH PARTNERS

Registered Investment AdviserCA
$118.5M
Assets Under Management
95
Total Clients
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Registration Details

Accession
CRD-331568
Location
WALNUT CREEK, CA
Filing Date
March 11, 2026
AUM
$118.5M
Total Clients
95
Amendment
No

About this Adviser

TERRAFIRMA WEALTH PARTNERS is a registered investment adviser headquartered in WALNUT CREEK, CA, managing approximately $118.5M in assets across 95 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.