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| Terraform Wealth LLC
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| |
|---|---|
| CRD # | 325530 |
| SEC # | 801-127626 |
| CIK # | |
| AUM | $182.2 M (2025-03-07) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 713-784-4848 |
| Address | 11200 Westheimer Rd Houston, TX 77042 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1 | 0.2 |
| (b) Individuals (high net worth individuals) | 4 | 182.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5 | 182.2 |
| By Discretionary | ||
| Discretionary | 5 | 182.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5 | 182.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 182.2 | |
| Total | 5 | 182.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
KCD Financial Inc
✚
|
WI | 0.2 |
|
Meridian Capital Management Group Inc
✚
|
OH | 0.2 |
|
Capital Consulting & Asset Management Inc
✚
|
NE | 0.2 |
|
Keynote Financial Services LLC
✚
|
CT | 0.2 |
|
Merkkuri Wealth Advisors LLC
✚
|
NY | 0.2 |
|
North American Wealth Advisors Inc
✚
|
MN | 0.2 |
|
Assured Retirement Financial Group Inc
✚
|
MN | 0.2 |
|
Bedminster LLC
✚
|
SC | 0.2 |
|
Pinnacle Wealth Management LLC
✚
|
CA | 0.2 |
|
Alexis Investment Partners LLC
✚
|
0.2 |