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Phillip Scott Leonard

Chief Compliance Officer, Chief Executive OfficerTerra Wealth Management, LLCCRD 4906018

About Phillip Scott Leonard

Phillip Scott Leonard is listed as Chief Compliance Officer, Chief Executive Officer at Terra Wealth Management, LLC in High Point, NC. Form ADV reports a beneficial ownership band of Under 5%. Phillip Scott Leonard is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Terra Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Phillip Scott Leonard work?

Phillip Scott Leonard is listed as Chief Compliance Officer, Chief Executive Officer at Terra Wealth Management, LLC on SEC Form ADV.

How much of Terra Wealth Management, LLC does Phillip Scott Leonard own?

Form ADV reports a beneficial ownership band of Under 5%.

Terra Wealth Management, LLC

TitleChief Compliance Officer, Chief Executive Officer
OwnershipUnder 5%
Control personYes
Since2022
View Terra Wealth Management, LLC →

Terra Wealth Management, LLC

TitleSole Member
OwnershipOver 75%
Control personYes
Since2022
View Terra Wealth Management, LLC →