Terraform Wealth, LLC
● SEC registered since 2023CRD 325530SEC# 801-127626Houston, TX
Reg. AUM
$207.5M
Employees
2
Accounts
85
Location
Houston, TX
Terraform Wealth, LLC assets under management
Terraform Wealth, LLC operates as an SEC-registered investment adviser based in Houston, TX. The firm has been registered since 2023. It reports $207.5 million in regulatory assets under management and employs 2 people.
Terraform Wealth, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Sami Nayef Shbeeb Control | Chief Compliance Officer | Under 5% | 2023 |
| Terraform Holdings, LLC Control | Member | Over 75% | 2023 |
| Paul David Chiaro Control | Cio | 50-75% | 2023 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Terraform Wealth, LLC manage?
Terraform Wealth, LLC reports $207.5 million in regulatory assets under management on its Form ADV.
How many employees does Terraform Wealth, LLC have?
Terraform Wealth, LLC reports 2 employees.
Where is Terraform Wealth, LLC located?
Terraform Wealth, LLC is based in Houston, TX and has been SEC-registered since 2023.
Does Terraform Wealth, LLC disclose fund performance?
Terraform Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5805 Chimney Rock Rd Ste C, Houston, TX 77081 |
| Phone | 713-784-4848 |
| Fax | N/A |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$207.5M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 74%
Larger than 26% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$207.5Mregulatory AUM
Discretionary $164.1MNon-discretionary $43.5M