Terramar Wealth
Financial Services • 
Carlsbad, California, United States • 1-10 Employees
Company overview
| Headquarters | 5780 Fleet Street,, Suite 170, Carlsbad, CA 92008, US |
| Phone number | +17608049697 |
| Website | |
| NAICS | 52 |
| Keywords | Retirement Planning, Financial Plans, Legacy & Estate Planning, Fee-Based Wealth Management |
| Founded | 2014 |
| Employees | 1-10 |
| Socials |
Key Contact at Terramar Wealth
Patricia J. Posada
Director Of Compliance
Terramar Wealth Email Formats
Terramar Wealth uses 2 email formats. The most common is {first initial}{first initial} (e.g., jj@terramarwealth.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{first initial} | jj@terramarwealth.com | 50% |
{first name} | john@terramarwealth.com | 50% |
About Terramar Wealth
The financial professionals of Terramar Wealth are Registered Representative and Investment Adviser Representatives with/and offer securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network (CA Insurance Lic. Daniel McMahon #0I38346, Michael Gallop #0D98125,Steve Statzer #0B76087, Steve Rubinstein #0G46117, Greg Fox #0M40297, Jeff Gardner #0G68809, Todd Oberlin #0C11110) The Financial Advisor associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s BrokerCheck for a list of current registrations. Review our Terms of Use: http://www.commonwealth.com/termsofuse.html.
Terramar Wealth revenue & valuation
| Annual revenue | $834,280 |
| Revenue per employee | $93,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Terramar Wealth has 6 employees across 3 departments.
Departments
Number of employees
Funding Data
Terramar Wealth has never raised funding before.
Terramar Wealth Tech Stack
Discover the technologies and tools that power Terramar Wealth's digital infrastructure, from frameworks to analytics platforms.
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Ecommerce
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Miscellaneous
JavaScript libraries
JavaScript libraries
Miscellaneous
CMS
South Africa
United Kingdom
GermanyFrequently asked questions
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