TERRAFORM WEALTH, LLC
SEC Form ADV profile.
Total regulatory AUM
$207,543,770
Discretionary
$164,084,570
Non-discretionary
$43,459,200
Firm details
- CRD number
- 325530
- SEC file number
- 801-127626
- Main office
- HOUSTON, TX, United States
- Employees
- 2
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of November 2026.