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TERRAFORM WEALTH, LLC
CRD 325530File 801-127626
APPROVED
Retail clients
Filing as of Mar 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$207.5M
Below cohort median (national)
Discretionary AUM
$164.1M
Non-discretionary $43.5M
Clients
10
85 accounts
Employees
2
Bottom 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Apr 7, 2023
- Principal office
- 5805 CHIMNEY ROCK RD STE C, HOUSTON, TX, 77081
- Phone
- 713-784-4848
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $207.5M
- Discretionary AUM
- $164.1M
- Non-discretionary AUM
- $43.5M
- Discretionary accounts
- 82
- Non-discretionary accounts
- 3
- Total accounts
- 85
- AUM per client
- $20.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $106K |
| High net worth individuals | 5 | $206.9M |
| Pension and profit sharing plans | 1 | $0 |
| Individuals (other than high net worth individuals) | Fewer than 5 | $498K |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.