| Name | Title | Ownership | Since |
|---|---|---|---|
| Phillip Scott Leonard Control | Chief Compliance Officer, Chief Executive Officer | Under 5% | 2022 |
| Terra Wealth LLC Control | Managing Member | Over 75% | 2022 |
| Phillip Scott Leonard Control | Sole Member | Over 75% | 2022 |
Terra Wealth Management, LLC reports $399.4 million in regulatory assets under management on its Form ADV.
Terra Wealth Management, LLC reports 55 employees.
Terra Wealth Management, LLC is based in High Point, NC and has been SEC-registered since 2022.
Terra Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 400 West English Road, Ste 215, High Point, NC 27262 |
| Phone | 305-928-3772 |
| Office hours | 8:30-5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $399.4M |
| Non-discretionary | $0 |
| Total (RAUM) | $399.4M |