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Home > Retirement Planners > texas > houston > TERRAFORM WEALTH, LLC
TERRAFORM WEALTH, LLC
11200 Westheimer Rd
Ste 415
Houston, Texas 77042
Tel: 713-784-4848
About TERRAFORM WEALTH, LLC
TERRAFORM WEALTH, LLC, formally registered with the SEC as TERRAFORM WEALTH, LLC. The firm was established in 04/07/2023. They have over 1 offices throughout the country.
TERRAFORM WEALTH, LLC is a Houston, Texas based Financial Planning firm with nearly $173,240,017 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 325530 |
| SEC# | 801-127626 |
| Assets Managed by Firm | $173,240,017 |
| No. of Clients | 2 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2 | $173,240,017 |
| High net worth individuals | 2 | $173,240,017 |
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