TERRAFORM WEALTH, LLC

Adviser information for TERRAFORM WEALTH, LLC last updated from Form ADV on March 12th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Texas, United States

Employees

Total Number of Employees	2
Investment Advisory/Research	2
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	2
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	2	$173.2M
Non-Discretionary	0	$0
Total	2	$173.2M

Clients

Type	Number	RAUM
Individuals	0	$0
HNW Individuals	<5	$173.2M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0

Services

Advisory Services	Portfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)
Compensation	% of AUM

Identifiers

SEC RIA File Number	801-127626
SEC ERA File Number	801-127626
SEC CIK Numbers	None
SEC CRD Numbers	325530
Legal Entity Identifier	None

Principal Office

11200 WESTHEIMER RD
STE 415
HOUSTON
TX
United States

BY APPOINTMENT ONLY, BY APPOINTMENT ONLY

Tel: 713-784-4848, Fax: N/A

Chief Compliance Officer

SAMI NAYEF SHBEEB

CEO & CHIEF COMPLIANCE OFFICER

11200 WESTHEIMER RD

STE 415

HOUSTON

United States

Tel: 713-784-4848

Fax: N/A

S***@*************M

(Full email address available in API data)

Regulatory Contact

PAUL DAVID CHIARO JR

CIO