TERRAFORM WEALTH, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $207.5M |
| Discretionary | $164.1M79% of AUM |
| Non-Discretionary | $43.5M |
| Client Accounts | 85 |
| Avg Account Size | $2.4M |
| Employees | 2 |
| Peak AUM | $207.5MMar 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $208M | +13.9% | — | — | |
| Discretionary AUM | $164M | ||||
Key Metrics
| Total AUM | $207.5M |
| Discretionary | $164.1M |
| Employees | 2 |
| Client Accounts | 85 |
Contact & Location
Address
5805 CHIMNEY ROCK RD STE C
HOUSTON TX 77081
Phone
713-784-4848
Filing History
9 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Individuals)Publications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$164M
79.1% of AUM
Non-Discretionary
$43M
20.9% of AUM
Disc. mix ▼ 20.9pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Trust Company