Skybound Wealth USA
Skybound Wealth USA is an SEC-registered mass-market adviser in Houston, TX with $166.5M assets under management (AUM, regulatory AUM), +4% over one year. See who owns Skybound Wealth USA: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 313358, SEC 801-121157, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $166.5M (2026-03-27)
- Firm type
- Mass-Market Adviser
- Location
- Houston, TX
- Employees
- 6
- Clients
- 339
- CRD
- 313358
- Ownership
- Botha, George, Lyon; TARR, NATHAN, CHARLES; PHILP, STEPHEN, DAIN; CASELLA, GISELLE; Sweet, Ian
How much AUM does Skybound Wealth USA have?
Skybound Wealth USA reported $166.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Skybound Wealth USA?
Disclosed owners and executives of Skybound Wealth USA include Botha, George, Lyon, TARR, NATHAN, CHARLES, PHILP, STEPHEN, DAIN, CASELLA, GISELLE, Sweet, Ian. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.