Skybound Wealth Management USA, LLC
● SEC registered since 2021CRD 313358SEC# 801-121157Houston, TX
Reg. AUM
$166.5M
Employees
12
Accounts
339
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 $166.5 million in regulatory assets under management and employs 12 people.
Skybound Wealth Management USA, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joshua James Burton Control | Cfo/Direct Owner | 50-75% | 2025 |
| Kelly Van Deusen | Chief Compliance Officer | Under 5% | 2025 |
| Skybound Wealth Management Group Limited Control | Direct Owner | 50-75% | 2021 |
| Thomas Michael Pewtress Control | Chief Executive Officer | Under 5% | 2025 |
| Robin Smither Control | Ubo | — | 2024 |
| Suzerain Investment Holdings Ltd. (bvi) Control | Direct Owner | Over 75% | 2021 |
Frequently asked questions
How much does Skybound Wealth Management USA, LLC manage?
Skybound Wealth Management USA, LLC reports $166.5 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 12 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
| Address | 13100 Wortham Center Drive, 3rd Floor, Houston, TX 77056 |
| Phone | 1-346-845-0001 |
| Office hours | 9 a.m. To 5:30 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 801121157 |
| Discloses disciplinary history | No |
Regulatory AUM
$166.5M▲ 4%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 80%
Larger than 20% of 16,369 advisers
EmployeesTop 35%
More than 65% of 16,804 advisers
Assets under management
$166.5Mregulatory AUM
Discretionary $7.6MNon-discretionary $158.9M