# TERRAFORM WEALTH, LLC

TERRAFORM WEALTH, LLC of HOUSTON, TX is an SEC-registered investment adviser.

## Registration

- CRD: 325530
- Type: SEC-registered investment adviser
- SEC file number: 801-127626
- Location: 5805 CHIMNEY ROCK RD STE C, HOUSTON, TX, 77081
- Phone: 713-784-4848
- Latest filing: 2026-03-25
- Regulatory AUM: $207.5M
- Discretionary AUM: $164.1M
- Non-discretionary AUM: $43.5M
- Clients: 2
- Accounts: 85

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Charities

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Paul David Chiaro | CIO | — |
| Sami Nayef Shbeeb | CEO; CHIEF COMPLIANCE OFFICER | — |
| CHIARO PAUL DAVID | CIO | — |
| Shbeeb Sami Nayef | CEO; CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/325530/brochure
- Similar advisers: https://search.stillhousedata.com/firm/325530/similar
- Related entities: https://search.stillhousedata.com/firm/325530/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/325530

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.