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| Skybound Wealth Management USA LLC
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| |
|---|---|
| CRD # | 313358 |
| SEC # | 801-121157 |
| CIK # | 0801121157 |
| AUM | $36.0 MM (2024-07-17) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 004402071833505 |
| Address | Suites 418419, 4th Floor, London, United Kingdom |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 89 | 28.8 |
| (b) Individuals (high net worth individuals) | 5 | 7.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 94 | 36.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 94 | 36.0 |
| Total | 94 | 36.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 36.0 | |
| Total | 94 | 36.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Cambridge Advisors LLC
✚
|
NY | 0.0 |
|
ICW Holdings LLC
✚
|
NY | 0.0 |
|
American Wealth Administration Group LLC
✚
|
NY | 0.0 |
|
Advisor Financial Services Inc
✚
|
VA | 0.0 |
|
Capital Insights Group of WNY LLC
✚
|
NY | 0.0 |
|
Safe Harbor Asset Management Inc
✚
|
NY | 0.0 |
|
Metis Capital Management LLC
✚
|
NY | 0.0 |
|
Brenton Point Wealth Advisors LLC
✚
|
NY | 0.0 |
|
Amberlake Partners Sam
✚
|
0.0 | |
|
Global Listing Accelerator Securities Limited
✚
|
NY | 0.0 |