Terraform Wealth, LLC
Terraform Wealth, LLC is an SEC-registered ria in Houston, TX with $207.5M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Terraform Wealth, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 325530, SEC 801-127626, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $207.5M (2026-03-25)
- Firm type
- Ria
- Location
- Houston, TX
- Employees
- 2
- Clients
- 10
- CRD
- 325530
- Ownership
- Shbeeb, Sami, Nayef; CHIARO, PAUL, DAVID; TERRAFORM HOLDINGS, LLC
How much AUM does Terraform Wealth, LLC have?
Terraform Wealth, LLC reported $207.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Terraform Wealth, LLC?
Disclosed owners and executives of Terraform Wealth, LLC include Shbeeb, Sami, Nayef, CHIARO, PAUL, DAVID, TERRAFORM HOLDINGS, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.