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TERRAFORM WEALTH, LLC
CRD 325530File 801-127626
APPROVED
Retail clients
Filing as of Mar 25, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 5 | 10 | increased by5 |
| Apr 1, 2026 | AUM | $182,215,007 | $207,543,770 | increased by$25,328,763 |
| Apr 1, 2026 | Accounts | 5 | 85 | increased by80 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “TERRAFORM WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TERRAFORM WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.