Terra Wealth Management, Llc
- Regulatory AUM
- $152M
- Discretionary
- $121M
- Clients
- 572
- Avg AUM / client
- $266K
- Accounts
- 937
- Employees
- 13
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 526 | $117M | 77.1% |
| High net worth individuals | 46 | $34.4M | 22.7% |
| Charitable organizations | Fewer than 5 clients | $438K | 0.29% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Leonard, Phillip, Scott | Chief Executive Officer | Mar 2022 (4y) | ≈ 56.25% – 100% via Terra Wealth Llc | |
| James David May | Chief Compliance Officer | Mar 2024 (2y) | Less than 5% | |
| Joshua Mauk | Registered representative | Jul 2022 (4y) | ||
| Patrick D Adams | Registered representative | Mar 2023 (3y) | ||
| Lauren Elizabeth Mink | Registered representative | Apr 2023 (3y) | ||
| Eric Daniel Gauthier | Registered representative | May 2024 (2y) | ||
| Jeffery Cole | Registered representative | Chartered Financial Consultant | Jan 2025 (2y) | |
| Dawn Edythe Campbell | Registered representative | Jan 2025 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Terra Wealth Llc | Managing Member | Mar 2022 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Leonard, Phillip, Scott: 75% – 100% of Terra Wealth Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1020 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗