TERRAFORM WEALTH, LLC
CRD #325530 SEC #801-127626 HOUSTON, TX 713-784-4848
SEC Registered
Total AUM
$182.2M
Discretionary
$182.2M
Employees
2
Clients
--
Accounts
5
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $182.2M | $182.2M | $0 | 2 | 0 |
| Mar 2025 | $182.2M | $182.2M | $0 | 2 | 0 |
| Jul 2024 | $173.2M | $173.2M | $0 | 2 | 0 |
| Apr 2024 | $173.2M | $173.2M | $0 | 2 | 0 |
| Mar 2024 | $173.2M | $173.2M | $0 | 2 | 0 |
| Sep 2023 | $151.9M | $151.9M | $0 | 2 | 0 |
| Mar 2023 | $0 | $0 | $0 | 2 | 0 |
DateDec 2025
Total AUM$182.2M
Discretionary$182.2M
Non-Disc.$0
Employees2
Clients0
DateMar 2025
Total AUM$182.2M
Discretionary$182.2M
Non-Disc.$0
Employees2
Clients0
DateJul 2024
Total AUM$173.2M
Discretionary$173.2M
Non-Disc.$0
Employees2
Clients0
DateApr 2024
Total AUM$173.2M
Discretionary$173.2M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$173.2M
Discretionary$173.2M
Non-Disc.$0
Employees2
Clients0
DateSep 2023
Total AUM$151.9M
Discretionary$151.9M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0