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SKYBOUND WEALTH USA
SKYBOUND WEALTH MANAGEMENT USA, LLC
CRD 313358 · SEC 801-121157
2700 POST OAK BOULEVARD, 21ST FLOOR, HOUSTON, TX, 77056, United States
Phone
1-346-845-0001
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$166.5M
Discretionary AUM
$7.6M
Team
6 total employees; 6 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 291 | $96.3M |
| High net worth individuals | 48 | $70.1M |
States served
CA, CO, GA, IL, KS, MA, MI, NJ, NY, OR, PA, VA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD