DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Terra Wealth
Legal name Terra Wealth Management, LLC
Latest filing Mar 30, 2026
First filing on the tape May 6, 2022 · 23 filings
SEC status approved since Jun 3, 2022
RAUM
$152M
reported, Item 5.F
Discretionary
79%
of RAUM
Private clients
100%
$152M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$50.7M
derived; firm RAUM over IAPD count
Employees
13
6 advisory (5.B.1)
Offices
5
beyond the principal office
Private funds
0
reported on Schedule D
History
23 filings and snapshots on the tape
RAUM$152M as of Mar 30, 2026
Mar 30, 2023$167M then
HNW client RAUM$34.4M as of Mar 30, 2026
Mar 30, 2023$39.2M then
State-registered IARs (5.B.3)6 as of Mar 30, 2026
Mar 30, 202358 then
Employees (5.A)13 as of Mar 30, 2026
Mar 30, 202362 then
Private funds: no history
RAUM -62% over the last fiscal year-3.2% a year over threeIARs 39 to 6offices 24 to 5
Practice profile
derived from the filing of Mar 30, 2026; every figure names its basis
Archetypes, each a printed rule
- Mass-affluent RIA · private-client share at least 50 percent, non-HNW individuals at least 60 percent of private-client RAUM
- RAUM per advisor
- $50.7MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 191derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $748,507derivedHNW RAUM over HNW clients
- Average account
- $162,226derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 79%derivedof RAUM
- Institutional
- 0.3%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 4.3derivedItem 5.A over advisors
- Advisors per office
- 0.5derived6 offices incl. principal (1.F.5)
- RAUM growth, one year
- -62%derivedbetween the last two annual amendments
- Advisor growth, one year
- -85%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -73%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisersreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$117M77%
- High-net-worth individuals$34.4M23%
- Charitable organizations$437,9000.3%
- Individual clients
- 526reported
- HNW clients
- 46reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 937reported
- Financial planning clients
- 11-25reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=3.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
3 left, 0 joined in 12 months
net -3 in 12 months3 left in 90 days0 joined in 90 daysdeparture rate 100% of current headcount40 left over 36 months
Left, latest
- Dawn Edythe Campbell to Telos Wealth AdvisorsAug 13, 2026 · RIA to a state-registered adviser
- Jeffery Cole to Daline Wealth Management, LLCAug 13, 2026 · RIA to a state-registered adviser
- Nathan David Muchmore to Cambridge Investment Research Advisors, Inc.Jul 6, 2026 · RIA to affiliated broker-dealer or bank
- Larry Alexander Celaya to Oasis AdvisorsAug 27, 2025 · RIA to a newly registered adviser
- Karter Michael Doucette to Oasis AdvisorsAug 27, 2025 · RIA to a newly registered adviser
- Bryan Matthew Dewhurst to Oasis AdvisorsAug 27, 2025 · RIA to a newly registered adviser
- Korey John Doucette to Oasis AdvisorsAug 27, 2025 · RIA to a newly registered adviser
- Klaine Michael Doucette to Oasis AdvisorsAug 27, 2025 · RIA to a newly registered adviser
- Julio Rodriguez to Oasis AdvisorsAug 27, 2025 · RIA to a newly registered adviser
- Gregory Kent Diamond to Oasis AdvisorsAug 27, 2025 · RIA to a newly registered adviser
- Karen L Dins to Oasis AdvisorsAug 27, 2025 · RIA to a newly registered adviser
- Michael D Mcdonald to Oasis AdvisorsAug 27, 2025 · RIA to a newly registered adviser
- Narsing Venkat Kommireddi to Oasis AdvisorsAug 27, 2025 · RIA to a newly registered adviser
- Paul Richard Debuhr to Oasis AdvisorsAug 27, 2025 · RIA to a newly registered adviser
- Dustin Lee Wright to Oasis AdvisorsAug 27, 2025 · RIA to a newly registered adviser
Joined, latest
- Dawn Edythe Campbell from Apollon Wealth Management, LLCJan 24, 2025 · RIA to RIA
- Eric Daniel Gauthier from Val Vista Capital Management, LLCMay 1, 2024 · Other
- Klaine Michael Doucette from Primerica AdvisorsAug 10, 2023 · Affiliated broker-dealer or bank to independent RIA
- Bryan Matthew Dewhurst from Uncommon Wealth Partners, LLCMar 8, 2023 · Other
- Joseph Osborne from Primerica AdvisorsOct 20, 2022 · Affiliated broker-dealer or bank to independent RIA
- Brian Robert Eckert from Primerica AdvisorsOct 17, 2022 · Affiliated broker-dealer or bank to independent RIA
- Ryan Biesinger Wall from Primerica AdvisorsOct 11, 2022 · Affiliated broker-dealer or bank to independent RIA
- Taylor Jesse Thompson from Primerica AdvisorsOct 7, 2022 · Affiliated broker-dealer or bank to independent RIA
- Dillon Reza Kazemi from Primerica AdvisorsSep 30, 2022 · Affiliated broker-dealer or bank to a newly registered adviser
- Marcus Joel White from Primerica AdvisorsSep 30, 2022 · Affiliated broker-dealer or bank to a newly registered adviser
- Larry Alexander Celaya from Primerica AdvisorsSep 28, 2022 · Affiliated broker-dealer or bank to a newly registered adviser
- Korey John Doucette from Primerica AdvisorsSep 23, 2022 · Affiliated broker-dealer or bank to a newly registered adviser
- Jack Louis Knetter from Primerica AdvisorsSep 22, 2022 · Affiliated broker-dealer or bank to a newly registered adviser
- Paul Richard Debuhr from Primerica AdvisorsSep 21, 2022 · Affiliated broker-dealer or bank to a newly registered adviser
- Karen L Dins from Primerica AdvisorsSep 19, 2022 · Affiliated broker-dealer or bank to a newly registered adviser
Teams: two or more advisors moving together within fourteen days, from one state
- 4 left for Oasis AdvisorsAug 27, 2025 · Gilbert, Az
- 2 left for Oasis AdvisorsAug 27, 2025 · Mt Juliet, Tn
- 9 left for Oasis AdvisorsAug 27, 2025 · High Point, Nc
- 2 left for Integrated Wealth Solutions, LLCFeb 4, 2025 · York, Pa
- 2 left for Modern Wealth LLCJun 3, 2024 · High Point, Nc
- 2 left for Pks Advisory Services, LLCNov 9, 2023 · High Point, Nc
- 6 joined from Primerica AdvisorsSep 20, 2022 · Wausau, Wi
- 5 joined from Primerica AdvisorsSep 19, 2022 · Gilbert, Az
- 6 joined from Primerica AdvisorsSep 13, 2022 · York, Pa
- 2 joined from Primerica AdvisorsAug 8, 2022 · Dallas, Tx
- 3 joined from Primerica AdvisorsJun 8, 2022 · Nashville, Tn
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Scott Phillip Leonard · Chief Executive Officercontrolsince 03/2022 · owns less than 5%
- David James May · Chief Compliance Officercontrolsince 03/2024 · owns less than 5%
- Scott Phillip Leonard · Sole Membercontrolsince 03/2022 · owns 75% or more of Terra Wealth LLC
Entity owners
- Terra Wealth LLC · Managing Memberdirect · owns 75% or more
Related persons
Schedule D 7.A
- Terra Wealth Risk Management LLCreal estaten
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Crown Point, In | 2 | 0 | 0 | ||
| High Point, Nc · principal | 2 | 0 | 2 | ||
| Gilbert, Az | 0 | 0 | 0 | ||
| Mount Juliet, Tn | 0 | 0 | 0 | ||
| Nashville, Tn | 0 | 0 | 1 | ||
| Tempe, Az | 0 | 0 | 0 | ||
| Towson, Md | 0 | 0 | 0 | ||
| Wausau, Wi | 0 | 0 | 0 | ||
| York, Pa | 0 | 0 | 0 | ||
| Ephrata, Pa | 0 | 0 | 0 | ||
| Lynchburg, Va | 0 | 0 | 0 | ||
| Brentwood, Tn | 0 | 0 | 0 | ||
| Rockvale, Tn | 0 | 0 | 0 | ||
| Mt Juliet, Tn | 0 | 0 | 0 | ||
| Bartlesville, Ok | 0 | 0 | 0 | ||
| Chandler, Az | 0 | 0 | 0 | ||
| Forest City, Ia | 0 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Wausau, WI3 employees
- York, PA3 employees
- Flagstaff, AZ3 employees
- Gilbert, AZ1 employees
- Haw River, NC1 employees
- Lancaster, PA1 employees
- Sun Lakes, AZ1 employees
- Athens, TX1 employees
- , 1 employees
- Crown Point, IN1 employees
- Forest City, IA1 employees
ADV anomalies
8 against comparable advisers; where to look, not conclusions
- clients down average size upCombination · filing Mar 30, 2026private clients fell 20 percent or more while RAUM per client rose 30 percent or more: a move up-market or the departure of small accounts. RAUM $399,431,686 to $152,005,349, advisors 39 to 6, private clients 2087 to 572, offices 24 to 5 (2025-04-28 to 2026-03-30)peers: independent wealth managers, $100M to $500M (5,676)
- account count collapseChange between filings · filing Mar 30, 2026accounts (Item 5.F.2.f) moved from 2,917.0 to 937.0 (-68.0%) between the annual amendments of 2025-04-28 and 2026-03-30; the peer median change was +5.0% (3688 comparable advisers, 1.0th percentile of changes)peers: independent wealth managers, $100M to $500M (3,688) · 1.1% percentile
- advisor count dropChange between filings · filing Mar 30, 2026advisory representatives (Item 5.B.3) moved from 39.0 to 6.0 (-85.0%) between the annual amendments of 2025-04-28 and 2026-03-30; the peer median change was 0.0% (965 comparable advisers, 1.0th percentile of changes)peers: independent wealth managers, $100M to $500M (965) · 0.5% percentile
- client count collapseChange between filings · filing Mar 30, 2026individual and HNW clients (Item 5.D) moved from 2,087.0 to 572.0 (-73.0%) between the annual amendments of 2025-04-28 and 2026-03-30; the peer median change was +3.0% (3310 comparable advisers, 0.0th percentile of changes)peers: independent wealth managers, $100M to $500M (3,310) · 0.3% percentile
- discretionary share shiftChange between filings · filing Mar 30, 2026discretionary share of RAUM moved from 100.0% to 79.0% between the annual amendments of 2025-04-28 and 2026-03-30peers: independent wealth managers, $100M to $500M (5,676)
- employee count dropChange between filings · filing Mar 30, 2026employees (Item 5.A) moved from 55.0 to 13.0 (-76.0%) between the annual amendments of 2025-04-28 and 2026-03-30; the peer median change was 0.0% (507 comparable advisers, 1.0th percentile of changes)peers: independent wealth managers, $100M to $500M (507) · 0.6% percentile
- office count dropChange between filings · filing Mar 30, 2026offices other than the principal office (Item 1.F.5) moved from 24.0 to 5.0 (-79.0%) between the annual amendments of 2025-04-28 and 2026-03-30; the peer median change was 0.0% (450 comparable advisers, 1.0th percentile of changes)peers: independent wealth managers, $100M to $500M (450) · 0.9% percentile
- RAUM down 50 %Change between filings · filing Mar 30, 2026RAUM (Item 5.F) moved from $399,431,686 to $152,005,349 (-62.0%) between the annual amendments of 2025-04-28 and 2026-03-30; the peer median change was +15.0% (4551 comparable advisers, 0.0th percentile of changes)peers: independent wealth managers, $100M to $500M (4,551) · 0.3% percentile
What changed
consecutive filings, newest first
- Accounts · 2,917 to 937Apr 28, 2025 to Mar 30, 2026
- Advisory employees · 39 to 6Apr 28, 2025 to Mar 30, 2026
- BD registered reps · 30 to 3Apr 28, 2025 to Mar 30, 2026
- Individual clients · 2,041 to 526Apr 28, 2025 to Mar 30, 2026
- Employees · 55 to 13Apr 28, 2025 to Mar 30, 2026
- Financial planning clients · 51-100 to 11-25Apr 28, 2025 to Mar 30, 2026
- State-registered IARs · 39 to 6Apr 28, 2025 to Mar 30, 2026
- Other offices · 24 to 5Apr 28, 2025 to Mar 30, 2026
- Discretionary RAUM · $399M to $121MApr 28, 2025 to Mar 30, 2026
- HNW RAUM · $64.3M to $34.4MApr 28, 2025 to Mar 30, 2026
- Individual RAUM · $335M to $117MApr 28, 2025 to Mar 30, 2026
- Non-discretionary RAUM · $0 to $31.5MApr 28, 2025 to Mar 30, 2026
- RAUM · $399M to $152MApr 28, 2025 to Mar 30, 2026
- Accounts · 2,587 to 2,917Feb 13, 2025 to Apr 28, 2025
- Advisory employees · 52 to 39Feb 13, 2025 to Apr 28, 2025
- BD registered reps · 35 to 30Feb 13, 2025 to Apr 28, 2025
- HNW clients · 42 to 46Feb 13, 2025 to Apr 28, 2025
- Individual clients · 1,632 to 2,041Feb 13, 2025 to Apr 28, 2025
- Employees · 65 to 55Feb 13, 2025 to Apr 28, 2025
- Financial planning clients · 101-250 to 51-100Feb 13, 2025 to Apr 28, 2025
- State-registered IARs · 52 to 39Feb 13, 2025 to Apr 28, 2025
- Other offices · 28 to 24Feb 13, 2025 to Apr 28, 2025
- Discretionary RAUM · $341M to $399MFeb 13, 2025 to Apr 28, 2025
- HNW RAUM · $75.0M to $64.3MFeb 13, 2025 to Apr 28, 2025
- Individual RAUM · $265M to $335MFeb 13, 2025 to Apr 28, 2025
- RAUM · $341M to $399MFeb 13, 2025 to Apr 28, 2025
- Accounts · 2,158 to 2,587Jun 20, 2024 to Jul 30, 2024
- HNW clients · 46 to 42Jun 20, 2024 to Jul 30, 2024
- Individual clients · 1,360 to 1,632Jun 20, 2024 to Jul 30, 2024
- Discretionary RAUM · $250M to $341MJun 20, 2024 to Jul 30, 2024
- HNW RAUM · $74.4M to $75.0MJun 20, 2024 to Jul 30, 2024
- Individual RAUM · $175M to $265MJun 20, 2024 to Jul 30, 2024
- RAUM · $250M to $341MJun 20, 2024 to Jul 30, 2024
- Other offices · 26 to 28Mar 28, 2024 to Jun 20, 2024
- Accounts · 1,648 to 2,158Oct 31, 2023 to Mar 28, 2024
- Advisory employees · 58 to 52Oct 31, 2023 to Mar 28, 2024
- BD registered reps · 43 to 35Oct 31, 2023 to Mar 28, 2024
- HNW clients · 29 to 46Oct 31, 2023 to Mar 28, 2024
- Individual clients · 1,062 to 1,360Oct 31, 2023 to Mar 28, 2024
- Employees · 62 to 65Oct 31, 2023 to Mar 28, 2024
Signals
59 dated events
- Jeffery Cole left Terra Wealth for Daline Wealth Management, Llc (registered 2026-06-29)Aug 13, 2026 · Advisor changed firm · fact
- Dawn Edythe Campbell left Terra Wealth for Telos Wealth Advisors (registered 2026-03-23)Aug 13, 2026 · Advisor changed firm · fact
- Nathan David Muchmore left Terra Wealth for Cambridge Investment Research Advisors, Inc. (registered 2026-07-06)Jul 6, 2026 · Advisor changed firm · fact
- Terra Wealth reported 5 offices beyond its principal office, down from 24 (2025-04-28 to 2026-03-30)Mar 30, 2026 · Office count change · derived
- Terra Wealth reported 6 state-registered advisory representatives, down from 39 (2025-04-28 to 2026-03-30)Mar 30, 2026 · Advisor headcount change · derived
- Terra Wealth reported RAUM $152.0M, down 62% from $399.4M (2025-04-28 to 2026-03-30)Mar 30, 2026 · RAUM change · derived
- Julio Rodriguez left Terra Wealth for Oasis Advisors (registered 2025-06-07)Aug 27, 2025 · Advisor changed firm · fact
- Gregory Kent Diamond left Terra Wealth for Oasis Advisors (registered 2025-06-04)Aug 27, 2025 · Advisor changed firm · fact
- Taylor Jesse Thompson left Terra Wealth for Oasis Advisors (registered 2025-05-28)Aug 27, 2025 · Advisor changed firm · fact
- Dustin Lee Wright left Terra Wealth for Oasis Advisors (registered 2025-05-29)Aug 27, 2025 · Advisor changed firm · fact
- Rukmini Sunkara left Terra Wealth for Oasis Advisors (registered 2025-05-29)Aug 27, 2025 · Advisor changed firm · fact
- Narsing Venkat Kommireddi left Terra Wealth for Oasis Advisors (registered 2025-05-29)Aug 27, 2025 · Advisor changed firm · fact
- Karter Michael Doucette left Terra Wealth for Oasis Advisors (registered 2025-06-04)Aug 27, 2025 · Advisor changed firm · fact
- Janelle Johnson Thompson left Terra Wealth for Oasis Advisors (registered 2025-05-23)Aug 27, 2025 · Advisor changed firm · fact
- Larry Alexander Celaya left Terra Wealth for Oasis Advisors (registered 2025-05-30)Aug 27, 2025 · Advisor changed firm · fact
- Marcus Joel White left Terra Wealth for Oasis Advisors (registered 2025-06-10)Aug 27, 2025 · Advisor changed firm · fact
- Bryan Matthew Dewhurst left Terra Wealth for Oasis Advisors (registered 2025-05-28)Aug 27, 2025 · Advisor changed firm · fact
- Michael D Mcdonald left Terra Wealth for Oasis Advisors (registered 2025-06-06)Aug 27, 2025 · Advisor changed firm · fact
- Korey John Doucette left Terra Wealth for Oasis Advisors (registered 2025-05-29)Aug 27, 2025 · Advisor changed firm · fact
- Klaine Michael Doucette left Terra Wealth for Oasis Advisors (registered 2025-05-29)Aug 27, 2025 · Advisor changed firm · fact
- William Carlisle Bone left Terra Wealth for Oasis Advisors (registered 2025-05-29)Aug 27, 2025 · Advisor changed firm · fact
- Paul Richard Debuhr left Terra Wealth for Oasis Advisors (registered 2025-05-30)Aug 27, 2025 · Advisor changed firm · fact
- Timothy Andrew Thompson left Terra Wealth for Oasis Advisors (registered 2025-05-28)Aug 27, 2025 · Advisor changed firm · fact
- Karen L Dins left Terra Wealth for Oasis Advisors (registered 2025-05-29)Aug 27, 2025 · Advisor changed firm · fact
- 3 advisors left Terra Wealth (Gilbert, AZ) for Oasis Advisors on the same dayAug 27, 2025 · Team lift-out · derived
- 8 advisors left Terra Wealth (High Point, NC) for Oasis Advisors on the same dayAug 27, 2025 · Team lift-out · derived
- 2 advisors left Terra Wealth (MT Juliet, TN) for Oasis Advisors on the same dayAug 27, 2025 · Team lift-out · derived
- James Morgan Shaffer left Terra Wealth for Integrated Wealth Solutions, Llc (registered 2025-08-20)Jul 28, 2025 · Advisor changed firm · fact
- Aaron Ray Fisher left Terra Wealth for Bison Wealth, Llc (registered 2025-04-01)Apr 28, 2025 · Advisor changed firm · fact
- James David May left Terra Wealth for Cape Investment Advisory, Inc. (registered 2025-11-24)Apr 28, 2025 · Advisor changed firm · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- hello@terrawealth.comreportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 305-928-3772reportedpublished by the firm, firm site, Sep 17, 2026
- Firm profile
- linkedin.com/company/terrawealthreportedpublic record, Form ADV, Sep 17, 2026
- Website
- terrawealth.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 305-928-3772reportedpublic record, Form ADV, Mar 30, 2026
- Contact form
- terrawealth.com/contactreportedpublished by the firm, firm site, Sep 17, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $50.7Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026