Terraform Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Houston, TX. Its latest Form ADV filing, dated March 25, 2026, reports $208M in regulatory assets under management, 2 employees, and 85 accounts.
Assets Under Management
$208M
Employees
2
Offices
--
Total Clients
10
Primary office
HOUSTON, TX
5805 CHIMNEY ROCK RD STE C, HOUSTON, TX, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 50.0% of total clients.
Top client categories% of clientsClients
1
HNWI
50.0%
5
2
Individuals
40.0%
4
3
Pension Plans
10.0%
1
Categories with <5 clients
Charitable Organizations<5 clients
Individuals (other than high net worth individuals)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$208Mas of March 25, 2026
Discretionary79.1%
$164M
79% of total RAUM79.1%
Non-discretionary20.9%
$43M
21% of total RAUM20.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$208M
Total Accounts85
10Y AUM Change+$208M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee5:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.