Terra Wealth

Terra Wealth (CRD# 320643) is a financial advisory firm headquartered in High Point, NC. They manage $250,086,346 in 2,158 accounts and serve the financial needs of clients across 15 states (or territories).

Current Firm Details
400 West English Road, Ste 215, High Point, NC 27262
https://www.facebook.com/watch/terrawealth/
By the Numbers
  • Total Assets Under Management
    250
    MILLION
  • Total Number of Accounts
    2,158
    ACCOUNTS
  • Average Account Value
    $115,888
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, FL, GA, IA, IN, NC, OK, PA, SC, TN, TX, UT, VA, WA, WI

Financial Advisors at Terra Wealth
Showing 1 - 10 of 34 top financial advisors.
1
Larry Celaya, financial advisor High Point NC
Larry A. Celaya
CRD#: 2341279
400 West English Road, Ste 215, High Point, NC 27262

Larry Celaya (CRD# 2341279) is an Investment Advisor Representative working at Terra Wealth in High Point, NC and has over 30 years of experience in the finance industry.

2
Paul Debuhr, financial advisor Wausau WI
Paul R. Debuhr
CRD#: 5058990
Wausau, WI

Paul Debuhr (CRD# 5058990) is an Investment Advisor Representative working at Terra Wealth in Wausau, WI and has over 18 years of experience in the finance industry.

3
Bryan Dewhurst, financial advisor Forest City IA
Bryan M. Dewhurst
CRD#: 4542194
136 S Fourth Street, Forest City, IA 50436

Bryan Dewhurst (CRD# 4542194) is an Investment Advisor Representative working at Terra Wealth in Forest City, IA and has over 13 years of experience in the finance industry.

4
Gregory Diamond, financial advisor High Point NC
Gregory K. Diamond
CRD#: 5964867
400 West English Road, Ste 215, High Point, NC 27262

Gregory Diamond (CRD# 5964867) is an Investment Advisor Representative working at Terra Wealth in High Point, NC and has over 12 years of experience in the finance industry.

5
Karen Dins, financial advisor High Point NC
Karen L. Dins
CRD#: 6455640
400 West English Road, Ste 215, High Point, NC 27262

Karen Dins (CRD# 6455640) is an Investment Advisor Representative working at Terra Wealth in High Point, NC and has over 8 years of experience in the finance industry.

6
Korey Doucette, financial advisor Flagstaff AZ
Korey J. Doucette
CRD#: 2435482
2501 N 4th Street, Suite 9, Flagstaff, AZ 86004

Korey Doucette (CRD# 2435482) is an Investment Advisor Representative working at Terra Wealth in Flagstaff, AZ and has over 30 years of experience in the finance industry.

7
Dillon Kazemi, financial advisor High Point NC
Dillon R. Kazemi
CRD#: 6370589
400 West English Road, Ste 215, High Point, NC 27262

Dillon Kazemi (CRD# 6370589) is an Investment Advisor Representative working at Terra Wealth in High Point, NC and has over 9 years of experience in the finance industry.

8
Jack Knetter, financial advisor Mosinee WI
Jack L. Knetter
CRD#: 5007135
Mosinee, WI

Jack Knetter (CRD# 5007135) is an Investment Advisor Representative working at Terra Wealth in Mosinee, WI and has over 18 years of experience in the finance industry.

9
James Shaffer, financial advisor High Point NC
James M. Shaffer
CRD#: 6284327
400 West English Road, Ste 215, High Point, NC 27262

James Shaffer (CRD# 6284327) is an Investment Advisor Representative working at Terra Wealth in High Point, NC and has over 10 years of experience in the finance industry.

10
Janelle Thompson, financial advisor Wausau WI
Janelle Thompson
CRD#: 6338173
Wausau, WI

Janelle Thompson (CRD# 6338173) is an Investment Advisor Representative working at Terra Wealth in Wausau, WI and has over 6 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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