Joshua Mauk

Terra Wealth

14 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth

Terra Wealth

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

8 advisors

Number of Clients

2,087 clients

Average Client Portfolio

$191K average

Assets Under Management

$399.4M

Fee Structure

Minimum Investment:$50K

Location

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

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History

Regulatory History (1)

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Employment Separation After Allegations

March 2022

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Joshua is an investment advisor representative (IAR) with Terra Wealth Management, LLC and a registered representative with Cape Securities Inc. He also owns Mauk & Associates (formed to receive commissions for tax purposes on insurance products), sells fixed insurance, refers employers for Employee Retention Credits through ConnectMyBiz, and is president of TerraWealth Risk Management, selling life insurance and fixed annuity products.

Employment History

Current Registrations

Terra Wealth

July 2022 - Present · 3 yrs 7 mos

Previous Registrations

Cape Securities INC.Broker

November 2024 - December 2024 · 1 mo

Cape Securities INC.Broker

November 2023 - November 2024 · 1 yr

Purshe Kaplan Sterling InvestmentsBroker

March 2022 - November 2023 · 1 yr 8 mos

Primerica Advisors

May 2016 - April 2022 · 5 yrs 11 mos

PFS Investments INC.Broker

November 2011 - April 2022 · 10 yrs 5 mos

State Registrations2 states

INNC

Advisor

Exams

No exam information available for this advisor.