Terra Wealth

Terra Wealth Management, LLC is a registered investment advisor based in North Carolina, providing personalized financial planning and investment advisory services to individuals and entities, including high net worth individuals, family offices, trusts, and retirement plans. The firm offers holistic financial planning services covering areas such as cash flow analysis, investment planning, retirement planning, and estate planning. Investment management services include discretionary and non-discretionary portfolio strategies primarily utilizing mutual funds, ETFs, and annuities. Clients may also have their portfolios managed by unaffiliated money managers or investment platforms. The firm recently engaged in a Turnkey Asset Management Program (TAMP) and updated its fee schedule, with a maximum advisory fee of 2.00%. Terra Wealth manages over $399 million in assets under management as of December 31, 2024. Clients are responsible for fees charged by financial institutions and external money managers, and the firm does not charge performance-based fees. Terra Wealth does not accept custody of client accounts and provides investment discretion with client-imposed limitations. The firm does not vote proxies on behalf of clients and has no financial conditions impairing its ability to meet contractual commitments. No bankruptcy petitions have been filed by the firm. For more information, visit www.TerraWealth.com.