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).
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Total Assets Under Management250MILLION
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Total Number of Accounts2,158ACCOUNTS
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Average Account Value$115,888
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AZ, FL, GA, IA, IN, NC, OK, PA, SC, TN, TX, UT, VA, WA, WI
Ryan Wall (CRD# 3246004) is an Investment Advisor Representative working at Terra Wealth in Washington, UT and has over 9 years of experience in the finance industry.
Marcus White (CRD# 6436649) is an Investment Advisor Representative working at Terra Wealth in Wausau, WI and has over 4 years of experience in the finance industry.
Dustin Wright (CRD# 6612109) is an Investment Advisor Representative working at Terra Wealth in High Point, NC and has over 8 years of experience in the finance industry.
William Zerillo (CRD# 7133139) is an Investment Advisor Representative working at Terra Wealth in Manchester, PA and has over 4 years of experience in the finance industry.