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TERRA WEALTH MANAGEMENT, LLC, CRD 320643
HIGH POINT, NC
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| LEONARD, PHILLIP, SCOTT | SOLE MEMBER | E | yes | 03/2022 | May 6, 2022 | Jul 30, 2024 |
| LEONARD, PHILLIP, SCOTT | CHIEF EXECUTIVE OFFICER | Na | yes | 03/2022 | May 6, 2022 | Jul 30, 2024 |
| May, James, David | CHIEF COMPLIANCE OFFICER | Na | yes | 03/2024 | Mar 28, 2024 | Jul 30, 2024 |
| TERRA WEALTH LLC | MANAGING MEMBER | E | yes | 03/2022 | May 6, 2022 | Jul 30, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| TERRA WEALTH RISK MANAGEMENT LLC | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Flagstaff | Az | United States | 3 | yes |
| York | Pa | United States | 3 | no |
| Wausau | Wi | United States | 3 | yes |
| Gilbert | Az | United States | 1 | no |
| SUN LAKES | Az | United States | 1 | no |
| FOREST CITY | Ia | United States | 1 | no |
| CROWN POINT | In | United States | 1 | yes |
| HAW RIVER | Nc | United States | 1 | no |
| Lancaster | Pa | United States | 1 | no |
| Athens | TX | United States | 1 | no |
| n/a | n/a | n/a | 1 | yes |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 30, 2026 | $152M | $121M | 13 | 6 | 5 | n/a | n/a |
| 2024 | Apr 28, 2025 | $399M | $399M | 55 | 39 | 24 | n/a | n/a |
| 2023 | Mar 28, 2024 | $250M | $250M | 65 | 52 | 26 | n/a | n/a |
| 2022 | Mar 30, 2023 | $167M | $167M | 62 | 58 | 25 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 3 | -3 | 100.0% | 0 | 3 | 0 | 2 | 40 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $152M | $399M | -61.9% | $167M | -3.2% | 13 | 55 | 5 | 24 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| OASIS ADVISORS | 4 | Aug 27, 2025 | Jun 6, 2025 | GILBERT, AZ | Team lift out | RIA to new firm | 17.4% |
| OASIS ADVISORS | 2 | Aug 27, 2025 | May 29, 2025 | MT JULIET, TN | Team lift out | RIA to new firm | 8.7% |
| OASIS ADVISORS | 9 | Aug 27, 2025 | Jun 10, 2025 | HIGH POINT, NC | Team lift out | RIA to new firm | 39.1% |
| INTEGRATED WEALTH SOLUTIONS, LLC | 2 | Feb 4, 2025 | Jan 31, 2025 | YORK, PA | Team lift out | RIA to RIA | 6.1% |
| MODERN WEALTH LLC | 2 | Jun 3, 2024 | May 31, 2024 | HIGH POINT, NC | Team lift out | RIA to state RIA | 5.9% |
| PKS ADVISORY SERVICES, LLC | 2 | Nov 9, 2023 | Nov 21, 2023 | HIGH POINT, NC | Team lift out | RIA to RIA | 5.6% |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| PRIMERICA ADVISORS | 6 | Sep 20, 2022 | Sep 30, 2022 | WAUSAU, WI | Team lift out | Ibd to new firm | 0.2% |
| PRIMERICA ADVISORS | 5 | Sep 19, 2022 | Aug 10, 2023 | GILBERT, AZ | Team lift out | Ibd to new firm | 0.2% |
| PRIMERICA ADVISORS | 6 | Sep 13, 2022 | Sep 14, 2022 | YORK, PA | Team lift out | Ibd to new firm | 0.2% |
| PRIMERICA ADVISORS | 2 | Aug 8, 2022 | Aug 26, 2022 | DALLAS, TX | Team lift out | Ibd to new firm | 0.1% |
| PRIMERICA ADVISORS | 3 | Jun 8, 2022 | Jul 26, 2022 | NASHVILLE, TN | Team lift out | Ibd to new firm | 0.1% |