Skybound Wealth Management USA, LLC
● SEC registered since 2021CRD 313358SEC# 801-121157Houston, TX
Reg. AUM
$166.5M
Employees
6
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 6 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 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently 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 6 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 | 2700 Post Oak Boulevard, 21st 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, monthlyJun '26
How this firm compares
Regulatory AUMTop 80%
Larger than 20% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$166.5Mregulatory AUM
Discretionary $7.6MNon-discretionary $158.9M