TerraFirma Wealth Partners provides financial planning, portfolio management for individuals and small businesses, and selecting other managers. Financial planning was provided to 51–100 clients last fiscal year.
TerraFirma Wealth Partners reports 94 clients. They include 51 individual clients and 43 high-net-worth individuals. Nearly all assets ($118M across 94 accounts) are managed with discretion; $25.3K across 1 account is not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 54% | 21% |
| High-net-worth individuals | 46% | 79% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 51 | $24.6M | 20.8% | $483K |
| High-net-worth individuals | 43 | $93.8M | 79.2% | $2.18M |
| Total | 94 | $118M | 100% | $1.26M |
- Clients
- 51
- Regulatory AUM
- $24.6M
- AUM share
- 20.8%
- Avg. per client
- $483K
- Clients
- 43
- Regulatory AUM
- $93.8M
- AUM share
- 79.2%
- Avg. per client
- $2.18M
Total
- Clients
- 94
- Regulatory AUM
- $118M
- AUM share
- 100%
- Avg. per client
- $1.26M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
TerraFirma Wealth Partners charges 0.50%–1.50% a year for its Wealth Management Services. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.
| Asset band | Annual rate |
|---|---|
| $0–$500K | 1.50% |
| $500K–$750K | 1.15% |
| $750K–$1M | 0.90% |
| $1M–$3M | 0.70% |
| $3M–$10M | 0.55% |
| $10M and above | 0.50% |
Fee details and sources
Jason Fang owns 75% or more of TerraFirma Wealth Partners. The leadership team of TerraFirma Wealth Partners includes Chief Compliance Officer Jason Fang. It has 3 employees, 2 of them in advisory roles.
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- 1 insurance agent
- Owns 75% or more of Terrafirma Wealth Partners LLC
Jason Fang
Control person · since June 2024
Besides its headquarters, TerraFirma Wealth Partners has 2 offices (2 private residences, listed without an address), with 1 listed address in 1 state.
California · 1 listed address
- 1255 Treat Boulevard, Suite 300, Walnut CreekHQ
Contact and registration details
- Legal name
- Terrafirma Wealth Partners LLC
- Headquarters
- 1255 Treat Boulevard, Suite 300, Walnut Creek, CA 94597
- Website
- terrafirmawealth.com
- Phone
- 925-587-8882
- @terrafirma-wealth-partners
- SEC file
- 801-134751
- Structure
- California LLC
- Fiscal year end
- December
TerraFirma Wealth Partners’ named custodians for separately managed accounts are Altruist ($118M, 100%) and Charles Schwab ($0, 0%). TerraFirma Wealth Partners does not have custody of client assets.
- AltruistAltruist Financial LLC · Culver City, CA · $118M100%
At year end, TerraFirma Wealth Partners’ separately managed accounts were mostly in stocks (97%).
What the accounts hold
- Stocks97%
- Cash3%
How many clients does TerraFirma Wealth Partners have?
TerraFirma Wealth Partners has 94 clients and manages $118 million for them, as of March 2026. They include 51 individual clients and 43 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 11 March 2026
What services does TerraFirma Wealth Partners offer?
TerraFirma Wealth Partners provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does TerraFirma Wealth Partners charge?
TerraFirma Wealth Partners charges 0.50%–1.50% a year for its Wealth Management Services. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.
Source: TERRAFIRMA WEALTH PARTNERS LLC DISCLOSURE BROCHURE, filed 18 October 2026
Which custodians does TerraFirma Wealth Partners use?
TerraFirma Wealth Partners’ separately managed account assets are held at Altruist Financial LLC (Culver City, CA), with $118M. The filing also lists Charles Schwab & Co., Inc. with no separately managed account assets.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 March 2026
How many financial advisors does TerraFirma Wealth Partners have?
TerraFirma Wealth Partners has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does TerraFirma Wealth Partners invest in?
At the end of its last fiscal year, TerraFirma Wealth Partners’ separately managed accounts held 97% exchange-traded equities and 3% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns TerraFirma Wealth Partners?
TerraFirma Wealth Partners’ direct owner is Jason Fang (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 11 March 2026
How does TerraFirma Wealth Partners get paid?
TerraFirma Wealth Partners is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact TerraFirma Wealth Partners?
TerraFirma Wealth Partners’ main office is at 1255 Treat Boulevard, Suite 300, Walnut Creek, CA 94597. Its phone number is 925-587-8882. Its website is terrafirmawealth.com.
