Tech stack
No one at Terraform Wealth, LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Schwab
Per Form ADV · $102M held · filed Jul 2024
J.P. Morgan
Per Form ADV · $52M held · filed Jul 2024