Skybound Wealth Usa is an SEC registered investment adviser organized as a limited liability company with a primary office location in Houston, TX. Its latest Form ADV filing, dated March 27, 2026, reports $166M in regulatory assets under management, 6 employees, 3 offices, and 339 accounts.
Assets Under Management
$166M
Employees
6
Offices
3 offices
Total Clients
339
Primary office
HOUSTON, TX
2700 POST OAK BOULEVARD, 21ST FLOOR, HOUSTON, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 85.8% of total clients.
Top client categories% of clientsClients
1
Individuals
85.8%
291
2
HNWI
14.2%
48
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$166Mas of March 27, 2026
Discretionary4.6%
$8M
5% of total RAUM4.6%
Non-discretionary95.4%
$159M
95% of total RAUM95.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$166M
Total Accounts339
10Y AUM Change$-39M (-18.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee57:1
10Y Employee Change-8 (-57.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.