# TERRA WEALTH MANAGEMENT, LLC

TERRA WEALTH MANAGEMENT, LLC of HIGH POINT, NC is an SEC-registered investment adviser.

## Registration

- CRD: 320643
- Type: SEC-registered investment adviser
- SEC file number: 801-125822
- Location: 400 WEST ENGLISH ROAD, STE 223, HIGH POINT, NC, 27262
- Phone: 305-928-3772
- Latest filing: 2026-03-30
- Regulatory AUM: $152.0M
- Discretionary AUM: $120.5M
- Non-discretionary AUM: $31.5M
- Clients: 13
- Accounts: 937

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| [Phillip Scott Leonard](https://search.stillhousedata.com/person/697642) | CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER; SOLE MEMBER | — |
| [James David May](https://search.stillhousedata.com/person/712950) | CHIEF COMPLIANCE OFFICER | — |
| [LEONARD ANDREW SCOTT](https://search.stillhousedata.com/person/796580) | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER; SOLE MEMBER | — |
| [May James David](https://search.stillhousedata.com/person/882118) | CHIEF COMPLIANCE OFFICER | — |


## Branch offices (10)

| 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 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/320643/brochure
- Similar advisers: https://search.stillhousedata.com/firm/320643/similar
- Related entities: https://search.stillhousedata.com/firm/320643/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/320643

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.