TERRAFORM WEALTH, LLC

HOUSTON, Texas·2 registered advisors·CRD# 325530
SEC# 801-1276260713-784-4848
01

Firm Overview

AUM
$173M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
03

Specialties

Investment ManagementFee-Only Advisory
04

Advisors at TERRAFORM WEALTH, LLC

2 registered advisors
Paul David Chiaro
HOUSTON, Texas
Sami Nayef Shbeeb
HOUSTON, Texas
05

Office Locations

HOUSTON, Texas
2 advisors

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Data sourced from SEC Form ADV filings. TERRAFORM WEALTH, LLC (CRD# 325530) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.