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Building 2TERRAFORM WEALTH, LLC

Map pinHOUSTON, TX
Phone713-784-4848
NotebookSEC #801-127626
Total AUM
$207.5M
Employees
2
Clients
11

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5805 CHIMNEY ROCK RD STE C
HOUSTON
TX 77081
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
713-784-4848

ReceiptFinancials

Total AUM
$207.5M
Accounts
85
Discretionary
$164.1M
Accounts
82
Non-Discretionary
$43.5M
Accounts
3

ContactClients

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Individual Clients
4
AUM
$498.4K
HNW Individual Clients
5
AUM
$206.9M
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
1
AUM
$106K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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