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TERRAFORM WEALTH, LLC
CRD 325530 · SEC 801-127626
5805 CHIMNEY ROCK RD STE C, HOUSTON, TX, 77081, United States
Phone
713-784-4848
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$207.5M
Discretionary AUM
$164.1M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4 | $498K |
| High net worth individuals | 5 | $206.9M |
| Pension/profit sharing plans | 1 | $0 |
States served
TX, FL
Official SEC filing: View on IAPD