Eric D. Gauthier

TERRA WEALTH

SUN LAKES, AZ 85248

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CRD#: 7622134

Professional summary

Eric Daniel Gauthier is a registered financial advisor currently at TERRA WEALTH located in Sun Lakes, Arizona.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Eric has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Bell Rock Consulting; 09/2021 - Present; not investment related; Sedona AZ, software/computer consulting; Owner; 0 hours/month; provide sales/marketing consulting services as well as software consulting to individuals and companies.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Daniel Gauthier's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 1, 2024 - Present

TERRA WEALTH

Office #1: 10450 E Riggs Road Suite 101, Sun Lakes, AZ 85248

RIA

CRD#: 320643

SUN LAKES, AZ

Past

December 19, 2022 - May 31, 2024

VAL VISTA CAPITAL MANAGEMENT, LLC

RIA

CRD#: 159679

SUN LAKES, AZ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TERRA WEALTH

MULTI FAMILY OFFICE WEALTH SOLUTIONS, LLC | TERRA WEALTH MANAGEMENT, LLC | TERRA WEALTH

CRD#: 320643 / SEC#: 801-125822

RIA

Registered Investment Advisory firm - (6/3/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(5/1/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/22/2022

Uniform Investment Adviser Law Examination

Current Firm

TERRA WEALTH

MULTI FAMILY OFFICE WEALTH SOLUTIONS, LLC | TERRA WEALTH MANAGEMENT, LLC | TERRA WEALTH

CRD#: 320643 / SEC#: 801-125822

RIA

Registered Investment Advisory firm - (6/3/2022 Approved)

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Contact information

Main Address

400 West English Road Ste 215, High Point, NC 27262

Mailing Address

Phone number

(305) 928-3772

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TERRA WEALTH MANAGEMENT LLC (3/24/2025)

Regulatory assets under management

Total Number of Accounts	2,917
AUM (Assets Under Management)	$ 399,431,686

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Eric D. Gauthier

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Daniel Gauthier's CRS (Customer Relationship Summary).

Certified licenses

Experience

TERRA WEALTH

VAL VISTA CAPITAL MANAGEMENT, LLC

Primary Firm SEC Registration

TERRA WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 11/22/2022

Current Firm

TERRA WEALTH

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TERRA WEALTH

TRUST BUT VERIFY

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