LP Profile

TerraFirma Wealth Partners

Also known as terrafirma wealth

Wealth ManagerWalnut Creek, United StatesFounded 2024

Walnut Creek

Headquarters

Investment Focus

About TerraFirma Wealth Partners

Retirement Planning, Financial Planning, Investment & Wealth Management, Walnut Creek, Jason Fang, CFP®, TerraFirma Wealth Partners

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to TerraFirma Wealth Partners from SEC and IRS filings.

SEC Form ADV

Verified

Reported AUM: $118.5M
Total Clients: 95
Filing Date: March 11, 2026

Source: SEC IAPD / Form ADV Original filing Full filing details →

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Recent Filings

Public filings matched to TerraFirma Wealth Partners across SEC, IRS, DOL and international registers — newest first.

FORM ADV

TERRAFIRMA WEALTH PARTNERS

Mar 11, 2026

$118.5M

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is TerraFirma Wealth Partners?

TerraFirma Wealth Partners is a wealth manager based in Walnut Creek, United States.

Where is TerraFirma Wealth Partners headquartered?

TerraFirma Wealth Partners is headquartered in Walnut Creek, United States.

When was TerraFirma Wealth Partners founded?

TerraFirma Wealth Partners was founded in 2024.

How can I contact TerraFirma Wealth Partners?

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