| 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 |
Terraform Wealth, LLC reports $182.2 million in regulatory assets under management on its Form ADV.
Terraform Wealth, LLC reports 2 employees.
Terraform Wealth, LLC is based in Houston, TX and has been SEC-registered since 2023.
Terraform Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 11200 Westheimer Rd, Ste 415, Houston, TX 77042 |
| Phone | 713-784-4848 |
| Fax | N/A |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $182.2M |
| Non-discretionary | $0 |
| Total (RAUM) | $182.2M |