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Skybound Wealth Management USA, LLC

● SEC registered since 2021CRD 313358SEC# 801-121157Houston, TX
Export (members)
Reg. AUM
$160.6M
Employees
10
Accounts
310
Location
Houston, TX

Skybound Wealth Management USA, LLC assets under management

Skybound Wealth Management USA, LLC operates as an SEC-registered investment adviser based in Houston, TX. The firm has been registered since 2021. It reports $160.6 million in regulatory assets under management and employs 10 people.

Skybound Wealth Management USA, LLC owners & executives

6 reported
NameTitleOwnershipSince
Joshua James Burton ControlCfo/Direct Owner50-75%2025
Kelly Van DeusenChief Compliance OfficerUnder 5%2025
Skybound Wealth Management Group Limited ControlDirect Owner50-75%2021
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Frequently asked questions

How much does Skybound Wealth Management USA, LLC manage?

Skybound Wealth Management USA, LLC reports $160.6 million in regulatory assets under management on its Form ADV.

How many employees does Skybound Wealth Management USA, LLC have?

Skybound Wealth Management USA, LLC reports 10 employees.

Where is Skybound Wealth Management USA, LLC located?

Skybound Wealth Management USA, LLC is based in Houston, TX and has been SEC-registered since 2021.

Does Skybound Wealth Management USA, LLC disclose fund performance?

Skybound Wealth Management USA, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2700 Post Oak Boulevard, 21st Floor, Houston, TX 77056
Phone1-346-845-0001
Office hours9 a.m. To 5:30 p.m.
SEC regionFort Worth Regional Office (FWRO)
CIK801121157
Discloses disciplinary historyNo

Assets under management

Discretionary
Non-discretionary$160.6M
Total (RAUM)$160.6M