RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Texas
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Dec 5, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Shbeeb, Sami, NayefICHIEF COMPLIANCE OFFICERNA Control
Shbeeb, Sami, NayefICHIEF COMPLIANCE OFFICERNA Control
Shbeeb, Sami, NayefICHIEF COMPLIANCE OFFICERNA Control
Shbeeb, Sami, NayefICHIEF COMPLIANCE OFFICERNA Control
Shbeeb, Sami, NayefICHIEF COMPLIANCE OFFICERNA Control
Shbeeb, Sami, NayefICHIEF COMPLIANCE OFFICERNA Control
Shbeeb, Sami, NayefICHIEF COMPLIANCE OFFICERNA Control
Shbeeb, Sami, NayefICHIEF COMPLIANCE OFFICERNA Control
TERRAFORM HOLDINGS, LLCDEMEMBERE Control
TERRAFORM HOLDINGS, LLCDEMEMBERE Control
TERRAFORM HOLDINGS, LLCDEMEMBERE Control
TERRAFORM HOLDINGS, LLCDEMEMBERE Control
TERRAFORM HOLDINGS, LLCDEMEMBERE Control
TERRAFORM HOLDINGS, LLCDEMEMBERE Control
TERRAFORM HOLDINGS, LLCDEMEMBERE Control
TERRAFORM HOLDINGS, LLCDEMEMBERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
CHIARO, PAUL, DAVIDITERRAFORM HOLDINGS, LLCD Control
CHIARO, PAUL, DAVIDITERRAFORM HOLDINGS, LLCD Control
CHIARO, PAUL, DAVIDITERRAFORM HOLDINGS, LLCD Control
CHIARO, PAUL, DAVIDITERRAFORM HOLDINGS, LLCD Control
CHIARO, PAUL, DAVIDITERRAFORM HOLDINGS, LLCD Control
CHIARO, PAUL, DAVIDITERRAFORM HOLDINGS, LLCD Control
Shbeeb, Sami, NayefITERRAFORM HOLDINGS, LLCD Control
Shbeeb, Sami, NayefITERRAFORM HOLDINGS, LLCD Control
Shbeeb, Sami, NayefITERRAFORM HOLDINGS, LLCD Control
Shbeeb, Sami, NayefITERRAFORM HOLDINGS, LLCD Control
Shbeeb, Sami, NayefITERRAFORM HOLDINGS, LLCD Control
Shbeeb, Sami, NayefITERRAFORM HOLDINGS, LLCD Control

Registrations

Federal

IA
Dec 5, 2025 REGISTERED

Notice Filings (2)

FL TX

Address

5805 CHIMNEY ROCK RD STE C
HOUSTON, TX 77081
United States
Phone: 713-784-4848