T
$207.5M Total AUM
$164.1M Disc. AUM
-- 3Y CAGR
2 Employees
10 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company · JP Morgan · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-07-2023
- Office Locations
- 1
Office Locations
5805 Chimney Rock RD STE C Houston TX
About Terraform Wealth, LLC
Terraform Wealth, LLC is a Houston-based RIA. The firm has been operating for 3 years. Managing $207.5M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and JP Morgan.
Team overview
-- AVG AGE
$103.8M AVG AUM / ADVISOR
$20.8M AVG AUM / CLIENT
3.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
3yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
Sami Nayef Shbeeb
Chief Compliance Officer
- CRD
- #7709641
- Ownership
- Less than 5%
Available
Available
Available
Showing 1 of 1 owners & executives
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P
PAUL DAVID CHIARO JR
--
- CRD
- #2772403
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $164,084,570 | $2,001,031 |
| Non-Discretionary | $43,459,200 | $14,486,400 |
| Total | $207,543,770 | $2,441,691 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Private Funds:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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