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SKYBOUND WEALTH USA
Legal name: SKYBOUND WEALTH MANAGEMENT USA, LLC
CRD 313358File 801-121157
APPROVED
Retail clients
Filing as of Sep 18, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$166.5M
Bottom 25% of cohort (national)
Discretionary AUM
$7.6M
Non-discretionary $158.9M
Clients
339
339 accounts
Employees
12
Bottom 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- May 6, 2021
- Principal office
- 13100 WORTHAM CENTER DRIVE, 3RD FLOOR, HOUSTON, TX, 77056
- Phone
- 1-346-845-0001
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $166.5M
- Discretionary AUM
- $7.6M
- Non-discretionary AUM
- $158.9M
- Discretionary accounts
- 34
- Non-discretionary accounts
- 305
- Total accounts
- 339
- AUM per client
- $491K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 48 | $70.1M |
| Individuals (other than high net worth individuals) | 291 | $96.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 10 | 6 | decreased by4 |
| Apr 1, 2026 | Clients | 290 | 339 | increased by49 |
| Apr 1, 2026 | AUM | $160,577,958 | $166,454,921 | increased by$5,876,963 |
| Apr 1, 2026 | Accounts | 310 | 339 | increased by29 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 16 | 10 | decreased by6 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 384 | 290 | decreased by94 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $225,000,000 | $160,577,958 | decreased by$64,422,042 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 384 | 310 | decreased by74 |
| Sep 1, 2022 | Employees | 13 | 16 | increased by3 |
| Sep 1, 2022 | Clients | 346 | 384 | increased by38 |
| Sep 1, 2022 | AUM | $255,000,000 | $225,000,000 | decreased by$30,000,000 |
| Sep 1, 2022 | Accounts | 346 | 384 | increased by38 |
| Apr 1, 2022 | Employees | 14 | 13 | decreased by1 |
| Apr 1, 2022 | Clients | 286 | 346 | increased by60 |
| Apr 1, 2022 | AUM | $205,000,000 | $255,000,000 | increased by$50,000,000 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SKYBOUND WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SKYBOUND WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.