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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-01-2022
- Office Locations
- 6
Office Locations
About Terra Wealth
TerraWealth is an advisor-owned independent platform providing holistic, hybrid financial planning and wealth strategies for clients planning for retirement, education, and risk protection. It supports independent advisors with a broad, open-architecture product shelf and a field-tested leadership team, and works with major custodians such as Fidelity and Charles Schwab. A differentiator for partner firms: planned succession is built into the advisor model.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
PHILLIP SCOTT LEONARD
Chief Compliance Officer, Chief Executive Officer
- CRD
- #4906018
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
Unlock allContacts
Patrick D Adams
Financial Advisor, General Partner
- CRD
- #7537603
DAWN EDYTHE CAMPBELL
Executive
- CRD
- #2214340
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $120,539,478 | $146,286 |
| Non-Discretionary | $31,465,871 | $278,459 |
| Total | $152,005,349 | $162,226 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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