Single Family OfficeRIA · CRD 325530SEC-Registered

Updated:

Terraform Wealth

Terraform Wealth operates as a discreet single-family office with no public principals, AUM, or investment disclosures.

Terraform Wealth

TERRAFORM WEALTH, LLC is an SEC-registered investment adviser in HOUSTON, TX, registered since 2023. The firm manages $208 million in assets, with $164 million on a discretionary basis. It has 2 employees and 2 investment advisers.

General information

Firm type

Single Family Office

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

What is Terraform Wealth?

Terraform Wealth is a single family office tracked on Altss.

What is Terraform Wealth's assets under management?

Terraform Wealth reports approximately Undisclosed in assets under management, as tracked by Altss.

What does Altss track for Terraform Wealth?

Altss maintains an OSINT-verified profile of Terraform Wealth covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.

What type of firm is Terraform Wealth?

Terraform Wealth is classified by Altss as a Single Family Office.

How does Altss source intelligence on Terraform Wealth?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was Terraform Wealth's Altss profile last updated?

Terraform Wealth's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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