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| Keyboard |
| Skybound Wealth Management USA LLC
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|---|---|
| CRD # | 313358 |
| SEC # | 801-121157 |
| CIK # | 0801121157 |
| AUM | 166.5 M (2026-03-27) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 346-845-0001 |
| Address | 2700 Post Oak Boulevard Houston, TX 77056 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 291 | 96.3 |
| (b) Individuals (high net worth individuals) | 48 | 70.1 |
| (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 | 339 | 166.5 |
| By Discretionary | ||
| Discretionary | 34 | 7.6 |
| Non-Discretionary | 305 | 158.9 |
| Total | 339 | 166.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 166.4 | |
| Total | 339 | 166.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Aldebaran Capital LLC
✚
|
IN | 166.9 M |
|
Strategic Financial Management LLC
✚
|
166.8 M | |
|
McDonnell Wealth Management LLC
✚
|
IL | 166.7 M |
|
Conway Partners Management LLC
✚
|
166.3 M | |
|
Great Lakes Wealth LLC
✚
|
MI | 166.3 M |
|
AFG Fiduciary Services Limited Partnership
✚
|
MA | 166.3 M |
|
Strong Retirement Solutions LLC
✚
|
166.1 M | |
|
W & S Management Services Inc
✚
|
NY | 166.0 M |
|
Stolzer Rothschild Levy LLC
✚
|
NJ | 166.0 M |
|
Lyons Capital Group LLC
✚
|
LA | 165.9 M |