Carla Smart
Investment adviser representative at Skybound Wealth USA
13 yearsExperience
1 stateRegistered in
$166.5MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Skybound Wealth USANov 2023 to now
- Skybound Wealth Management USA, LLCNov 2023 to now
- Skybound Wealth ManagementSep 2013 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
Skybound Wealth USA
Legal name: Skybound Wealth Management USA, LLC
$166.5MAssets managed
339Clients
12Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7795175
- Firm CRD
- 313358