{"url":"https://nivawealth.com/firms/terrafirma-wealth-partners-331568","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/331568","regulatoryAum":118465077,"crd":"331568","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5243084","suffix":null,"lastName":"FANG","firstName":"JASON","middleName":"Guo Quan"},{"crd":"4212422","suffix":null,"lastName":"MELO","firstName":"KIMBERLY","middleName":"RAZON"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-134751","legalName":"Terrafirma Wealth Partners LLC","displayName":"TerraFirma Wealth 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Services","feeBasis":"marginal","fee_tiers":[{"to":500000,"pct":1.5,"from":0},{"to":750000,"pct":1.15,"from":500000},{"to":1000000,"pct":0.9,"from":750000},{"to":3000000,"pct":0.7,"from":1000000},{"to":10000000,"pct":0.55,"from":3000000},{"to":null,"pct":0.5,"from":10000000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1061475","versionId":1061475,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-10-18","documentName":"TERRAFIRMA WEALTH PARTNERS LLC DISCLOSURE BROCHURE","fee_rate_low":0.5,"fee_rate_high":1.5,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T17:46:02.9558+00:00","documents":[{"name":"TERRAFIRMA WEALTH PARTNERS LLC DISCLOSURE BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1061475","versionId":1061475,"submittedOn":"2026-10-18"}]},"custodians":[{"name":"Altruist Financial LLC","shortName":"Altruist","location":"Culver City, CA","smaAssets":117772753},{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":0}],"custodyNote":"TerraFirma Wealth Partners does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Jason Fang","title":"Principal and Chief Compliance Officer","crd":"5243084"}],"ownership":[{"label":"Jason Fang","detail":"Principal and chief compliance officer in the 75% or more ownership band and a control person, since June 2024."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":2,"privateResidences":2},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"1255 Treat Boulevard, Suite 300","city":"Walnut Creek","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"925-587-8882","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"51-100","assetMix":[{"label":"Exchange-traded equity securities","percent":97},{"label":"Cash and cash equivalents","percent":3}],"privateFunds":0},"sources":{"adv1FilingDate":"11 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/331568/PDF/331568.pdf","brochureDate":"18 October 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1061475","iapdCompiledDate":null,"retrievedDate":"15 October 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does TerraFirma Wealth Partners offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does TerraFirma Wealth Partners charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does TerraFirma Wealth Partners use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does TerraFirma Wealth Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does TerraFirma Wealth Partners invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns TerraFirma Wealth Partners?","answer":"TerraFirma Wealth Partners’ direct owner is Jason Fang (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 11 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does TerraFirma Wealth Partners get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact TerraFirma Wealth Partners?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 11 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}