Terraform Wealth, LLC

Overview

Terraform Wealth, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2023. The firm serves both individual/family and institutional clients and bills on a percentage-of-AUM basis. Its advisory work centers on portfolio management for individuals and small businesses and on selecting other advisers and external managers. Terraform describes itself as a capital allocator and is affiliated with real estate brokerage activity; it does not position itself as an ESG-focused adviser, a pension consultant, or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices