| Name | Title | Ownership | Since |
|---|---|---|---|
| Jason G Fang Control | Principal And Chief Compliance Officer | Over 75% | 2024 |
Terrafirma Wealth Partners LLC reports $83 million in regulatory assets under management on its Form ADV.
Terrafirma Wealth Partners LLC reports 3 employees.
Terrafirma Wealth Partners LLC is based in Walnut Creek, CA and has been SEC-registered since 2025.
Terrafirma Wealth Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1255 Treat Boulevard, Suite 300, Walnut Creek, CA 94597 |
| Phone | 925-587-8882 |
| Office hours | By Appointment |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $81.5M |
| Non-discretionary | $1.5M |
| Total (RAUM) | $83M |