SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Skybound Wealth USA
Houston, TX
Skybound Wealth Management USA, LLC, CRD 313358
Firm filing updated September 18, 2026 ·
- $166.5MAssets
- 339Clients
- 12Advisory staff
- 339Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals291
- High net worth individuals48
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 291 | $96.3 million |
| High net worth individuals | 48 | $70.1 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
See all 4 services
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$166.5 million
- Accounts339
- Discretionary$7.6 million · 34 accounts
- Non-discretionary$158.9 million · 305 accounts
People
- Employees12
- Advisory staff12
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients0
Advisors
6 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Skybound Wealth Management USA, LLC SEC-registered investment advisor. CRD 313358, SEC file 801-121157.
- Registered with the SEC as an investment advisor (status date on record: May 6, 2021).
Is Skybound Wealth USA a fiduciary?
Short answer: Skybound Wealth USA is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.