|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Skybound Wealth Management USA LLC
✚
|
|
|---|---|
| CRD # | 313358 |
| SEC # | 801-121157 |
| CIK # | 0801121157 |
| AUM | $160.6 M (2025-07-23) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Phone | 346-845-0001 |
| Address | 2700 Post Oak Boulevard Houston, TX 77056 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 96 | 14.7 |
| (b) Individuals (high net worth individuals) | 194 | 145.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 310 | 160.6 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 310 | 160.6 |
| Total | 310 | 160.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.9 | |
| United States Persons | 159.6 | |
| Total | 310 | 160.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
JMS Capital Group Wealth Services LLC
✚
|
PA | 0.2 |
|
Brown Capital Management LLC
✚
|
AR | 0.2 |
|
Livelsberger Lynn Louis
✚
|
OH | 0.2 |
|
Pittsburgh Financial Planners Inc
✚
|
PA | 0.2 |
|
SMB Financial Services Inc
✚
|
OR | 0.2 |
|
Amuni Financial Inc
✚
|
FL | 0.2 |
|
Oceanside Advisors LLC
✚
|
SC | 0.2 |
|
Networth Advisors LLC
✚
|
PA | 0.2 |
|
High Plains Investment Advisors Inc
✚
|
TX | 0.2 |
|
360 Financial Partners LLC
✚
|
SC | 0.2 |