TERRAFORM WEALTH, LLC

TERRAFORM WEALTH, LLC of HOUSTON, TX is an SEC-registered investment adviser (CRD 325530). Regulatory assets under management: $207.5M.

Registration

• CRD: 325530
• SEC file number: 801-127626
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 325530 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search