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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