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| Terraform Wealth LLC
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|---|---|
| CRD # | 325530 |
| SEC # | 801-127626 |
| CIK # | |
| AUM | 207.5 M (2026-03-25) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 713-784-4848 |
| Address | 5805 Chimney Rock Rd Ste C Houston, TX 77081 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4 | 0.5 |
| (b) Individuals (high net worth individuals) | 5 | 206.9 |
| (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 | 1 | 0.0 |
| (h) Charitable organizations | 0 | 0.1 |
| (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 | 85 | 207.5 |
| By Discretionary | ||
| Discretionary | 82 | 164.1 |
| Non-Discretionary | 3 | 43.5 |
| Total | 85 | 207.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 207.5 | |
| Total | 85 | 207.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
SFC Financial LLC
✚
|
MO | 208.3 M |
|
UCAP Asset Management LLC
✚
|
FL | 208.2 M |
|
Alere Planning LLC
✚
|
208.0 M | |
|
Fulcrum Wealth Advisors LLC
✚
|
WA | 208.0 M |
|
Deseranno Corporation
✚
|
MI | 208.0 M |
|
Guardsman Private Capital Management Inc
✚
|
FL | 207.9 M |
|
Gates Pass Advisors LLC
✚
|
CA | 207.6 M |
|
Garlikov Advisors Inc
✚
|
OH | 207.6 M |
|
Bluestone Financial Advisors LLC
✚
|
MD | 207.3 M |
|
WFA of San Diego LLC
✚
|
CA | 206.9 M |