TERRAFORM WEALTH, LLC

Overview

Terraform Wealth, LLC is a fee-based advisory firm that acts as a capital allocator for both high-net-worth individuals and institutional clients. The firm is SEC-registered (2023) and organizes client work around discretionary portfolio management for individuals and small businesses, alongside selection of third‑party advisers. Its advisory model charges a percentage of assets under management and leans on external managers when implementing alternative strategies. Terraform is not an active ESG investor and is classified as a single-state adviser in its regulatory profile. Investment activity is centered on liquid public vehicles for core exposure, supplemented by allocations to private markets. The firm’s custodian mix and product choices indicate a multi‑channel approach: core holdings in pooled funds for diversification and cost control, plus concentrated commitments to private equity, venture capital, real estate and other alternatives where a longer-term, illiquidity premium is sought. Terraform also uses annuities and mutual funds as parts of client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices