# Skybound Wealth USA

> Skybound Wealth USA is an SEC-registered investment advisory firm in Houston, TX, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 18, 2026.

- CRD: 313358
- Filed as: SKYBOUND WEALTH USA
- Legal name: Skybound Wealth Management USA, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: September 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/313358
- AdvisorCensus page: https://advisorcensus.com/firm/skybound-wealth-usa-houston-tx-313358

## Quick answers

**How is Skybound Wealth USA compensated?**
On its Form ADV (Item 5.E, October 2026), Skybound Wealth USA reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Skybound Wealth USA located?**
Skybound Wealth USA's principal office is in Houston, TX, according to its Form ADV; the October 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

**Is Skybound Wealth USA registered with the SEC or a state?**
Skybound Wealth USA is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 313358.

**How much does Skybound Wealth USA manage?**
Skybound Wealth USA reports $166,454,921 in regulatory assets under management in its Form ADV filing dated September 18, 2026 (5% discretionary).

**How have Skybound Wealth USA's assets and staff changed since 2021?**
In the Form ADV data for Skybound Wealth USA: Regulatory assets under management: $205,000,000 in the October 2021 data and $166,454,921 in the October 2026 data, down 19%. Total employees: 14 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Skybound Wealth USA serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (291); high net worth individuals (48).

**Does Skybound Wealth USA report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/313358

**What changed in Skybound Wealth USA's recent Form ADV filings?**
In the October 2026 filing data: Employees performing advisory functions went from 6 to 12. Registered or notice-filed in MO, NE.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $166,454,921
- Discretionary: $7,580,928
- Non-discretionary: $158,873,993

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 291 | $96,316,357 |
| High net worth individuals | 48 | $70,138,564 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 12 total, 12 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, CT, FL, GA, IL, KS, MA, MI, MO, NE, NH, NJ, NY, OR, PA, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Dubai
- Geneva
- London

### Websites listed on Form ADV (Item 1.I)
- skyboundwealthusa.com
- Facebook @skyboundwmusa
- Instagram @skyboundwealthusa
- LinkedIn @skyboundwmllc
- YouTube @UCuijCeUouTrGCyfrG16M7yg

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $205,000,000 | 14 | May 6, 2021 |
| October 2022 | $225,000,000 | 16 | August 18, 2022 |
| October 2023 | $235,200,000 | 13 | June 8, 2023 |
| October 2024 | $35,958,062 | 7 | July 17, 2024 |
| October 2025 | $160,577,958 | 10 | July 23, 2025 |
| October 2026 | $166,454,921 | 12 | September 18, 2026 |

Regulatory assets under management: $205,000,000 in the October 2021 data and $166,454,921 in the October 2026 data, down 19%.
Total employees: 14 in October 2021 and 12 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Employees performing advisory functions went from 6 to 12.
- Registered or notice-filed in MO, NE.

### April 2026
- Registered or notice-filed in CO, MI.

### January 2026
- No longer registered or notice-filed in NV.

### December 2025
- Registered or notice-filed in KS, NH, OR, VA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Skybound Wealth USA (CRD 313358): Form ADV filing data as of October 2026.