TERRA WEALTH MANAGEMENT, LLC of HIGH POINT, NC is an SEC-registered investment adviser (CRD 320643). Regulatory assets under management: $152.0M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Phillip Scott Leonard | CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER; SOLE MEMBER | — |
| James David May | CHIEF COMPLIANCE OFFICER | — |
| LEONARD ANDREW SCOTT | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER; SOLE MEMBER | — |
| May James David | CHIEF COMPLIANCE OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| CROWN POINT | IN | 2 | 855-708-3772 |
| CROWN POINT | IN | 2 | 855-708-3772 |
| — | — | 1 | 615-551-9662 |
| NASHVILLE | TN | 1 | 615-400-1499 |
| — | — | 1 | 651-398-0833 |
| SUN LAKES | AZ | 1 | 480-219-0657 |
| — | — | 1 | 615-551-9662 |
| — | — | 1 | 651-398-0833 |
| NASHVILLE | TN | 1 | 615-400-1499 |
| SUN LAKES | AZ | 1 | 480-219-0657 |